CWM
Consultiva Wealth Management Portfolio holdings
AUM
$32.4M
This Quarter Return
+0.69%
1 Year Return
+17.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$4.91M
AUM Growth
–
Cap. Flow
+$4.91M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.34%
Holding
31
New
31
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 2.28% |
| 2 | Consumer Discretionary | 0.43% |
| 3 | Technology | 0.26% |
| 4 | Industrials | 0.12% |
| 5 | Materials | 0.08% |
