CWM

Consultiva Wealth Management Portfolio holdings

AUM $35.6M
1-Year Est. Return 27.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.57M
AUM Growth
-$597K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$10.5K
2
+$4.18K
3
+$3.27K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$609

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 1.91%
2 Consumer Discretionary 0.34%
3 Materials 0.34%
4 Technology 0.34%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12K 0.34%
135
27
$12K 0.34%
226
+1
28
$10K 0.28%
+97
29
$7K 0.2%
76
+1
30
$6K 0.17%
61
31
$3K 0.08%
28
32
$3K 0.08%
+77
1
2