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
$4.35M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$611K
3 +$192K
4
MRNA icon
Moderna
MRNA
+$183K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$158K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.21%
2 Consumer Discretionary 0.53%
3 Technology 0.3%
4 Materials 0.21%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$13K 0.3%
+93
27
$9K 0.21%
+224
28
$7K 0.16%
+61
29
$6K 0.14%
+74
30
$3K 0.07%
+76