CWM

Consultiva Wealth Management Portfolio holdings

AUM $32.4M
1-Year Est. Return 17.16%
This Quarter Est. Return
1 Year Est. Return
+17.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.61M
AUM Growth
+$324K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Sells

1 +$104K
2 +$10K

Sector Composition

1 Healthcare 1.35%
2 Consumer Discretionary 0.54%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$25K 0.54%
467
27
$19K 0.41%
880
+5
28
-73
29
-3,680