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
$3.9M
AUM Growth
+$60.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$33K
2
+$20.9K
3
+$616
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$298
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$270

Top Sells

1
+$73.6K

Sector Composition

1 Healthcare 1.87%
2 Consumer Discretionary 0.43%
3 Technology 0.4%
4 Materials 0.35%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2K 0.26%
97
27
$7.76K 0.2%
60
28
$7.54K 0.19%
76
29
$6.25K 0.16%
223
30
$5.78K 0.15%
61
31
$2.08K 0.05%
77
32
– –
-3,185
1
2