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
$3.56M
AUM Growth
-$3.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 1.57%
2 Consumer Discretionary 0.39%
3 Materials 0.36%
4 Technology 0.36%
5 Industrials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$13K 0.36%
226
27
$9K 0.25%
97
28
$6K 0.17%
223
29
$6K 0.17%
61
30
$6K 0.17%
76
31
$3K 0.08%
77
32
$3K 0.08%
28