CWM

Consultiva Wealth Management Portfolio holdings

AUM $35.7M
1-Year Est. Return 24.05%
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.38M
AUM Growth
+$36K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.76%
2 Consumer Discretionary 0.5%
3 Technology 0.39%
4 Materials 0.25%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$17K 0.39%
93
27
$11K 0.25%
225
+1
28
$7K 0.16%
61
29
$6K 0.14%
75
+1
30
$4K 0.09%
+28
31
$3K 0.07%
76