CWM
Consultiva Wealth Management Portfolio holdings
AUM
$32.4M
This Quarter Return
+6.73%
1 Year Return
+17.16%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$10.7M
AUM Growth
–
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.48%
Holding
21
New
21
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.08M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$2.17M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$2.01M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.1M |
| 5 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
$938K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 0.47% |
| 2 | Consumer Discretionary | 0.21% |
| 3 | Technology | 0.09% |
