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
$3.96M
AUM Growth
+$59.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$9.46K
2
+$8.7K
3
+$6.83K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.05K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$871

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 1.46%
2 Technology 0.46%
3 Consumer Discretionary 0.44%
4 Materials 0.33%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1K 0.33%
228
+1
27
$9.46K 0.24%
+354
28
$7.63K 0.19%
60
29
$7.58K 0.19%
77
+1
30
$7.25K 0.18%
261
+38
31
$5.69K 0.14%
61
32
$2K 0.05%
77
1
2