CWA

Continuum Wealth Advisors Portfolio holdings

AUM $235M
1-Year Est. Return 14.88%
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$673K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$9.12M
2
+$4.6M
3
+$1.76M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$751K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$677K

Top Sells

1
+$8.02M
2
+$4.58M
3
+$1.44M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$306K
5
ISCB icon
iShares Morningstar Small-Cap ETF
ISCB
+$205K

Sector Composition

1 Technology 1.92%
2 Healthcare 0.31%
3 Financials 0.16%
4 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-26,950
1 2
3