CWA
Continuum Wealth Advisors Portfolio holdings
AUM $208M
1-Year Return
12.62%
This Quarter Return
+7.73%
1 Year Return
+12.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$208M
AUM Growth
+$13.2M
(+6.8%)
Cap. Flow
-$80.3K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
76.84%
Holding
68
New
12
Increased
9
Reduced
25
Closed
6
Top Buys
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
+$7.24M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$6.89M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.46M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$5.26M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$5.22M |
Top Sells
| 1 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$9.92M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$7.72M |
| 3 |
Vanguard Growth ETF
VUG
|
+$6.82M |
| 4 |
Avantis US Equity ETF
AVUS
|
+$6.1M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$4.83M |
Sector Composition
| 1 | Technology | 2.17% |
| 2 | Industrials | 0.53% |
| 3 | Consumer Discretionary | 0.3% |
| 4 | Communication Services | 0.26% |
| 5 | Financials | 0.18% |
