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
$3.84M
AUM Growth
+$277K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$4.21K
2
+$456
3
+$423
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$247
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$245

Top Sells

1
+$68
2
+$57

Sector Composition

1 Healthcare 2.22%
2 Materials 0.35%
3 Technology 0.32%
4 Consumer Discretionary 0.3%
5 Industrials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5K 0.3%
135
27
$10.5K 0.27%
97
28
$7.89K 0.21%
60
+32
29
$7.72K 0.2%
76
30
$6.03K 0.16%
223
31
$5.66K 0.15%
61
32
$2.17K 0.06%
77
1
2