CWM
Consultiva Wealth Management Portfolio holdings
AUM
$32.4M
1-Year Return
17.16%
This Quarter Return
+14.25%
1 Year Return
+17.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$32.4M
AUM Growth
+$3.33M
(+11%)
Cap. Flow
-$83.6K
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
52.37%
Holding
271
New
2
Increased
11
Reduced
10
Closed
3
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$157K |
| 2 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$28.2K |
| 3 |
Franklin Resources
BEN
|
+$19.6K |
| 4 |
SPDR S&P Global Infrastructure ETF
GII
|
+$19.5K |
| 5 |
UnitedHealth
UNH
|
+$15.6K |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$119K |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$71.4K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$68.2K |
| 4 |
Bank of America
BAC
|
+$28.4K |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
+$18.9K |
Sector Composition
| 1 | Technology | 17.94% |
| 2 | Industrials | 8.63% |
| 3 | Financials | 7.91% |
| 4 | Communication Services | 6.6% |
| 5 | Consumer Discretionary | 3.43% |
