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
$4.17M
AUM Growth
-$217K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$14.3K
2
+$4.9K
3
+$485
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$195
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$164

Top Sells

1
+$144K
2
+$13.9K

Sector Composition

1 Healthcare 1.97%
2 Consumer Discretionary 0.55%
3 Technology 0.38%
4 Materials 0.31%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13K 0.31%
225
27
$7K 0.17%
75
28
$6K 0.14%
61
29
$4K 0.1%
28
30
$2K 0.05%
76
31
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