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
$12.6M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$393K
3 +$3.96K
4
BEN icon
Franklin Resources
BEN
+$121
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$32

Top Sells

1 +$183K
2 +$146K
3 +$5.05K

Sector Composition

1 Healthcare 0.25%
2 Consumer Discretionary 0.14%
3 Technology 0.13%
4 Financials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2K 0.02%
77