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
$154M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.48M
3
+$3.25M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.04M

Top Sells

1
+$7.01M
2
+$5.66M
3
+$4.54M
4
VTV icon
Vanguard Value ETF
VTV
+$602K
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$362K

Sector Composition

1 Technology 2.05%
2 Consumer Discretionary 0.31%
3 Healthcare 0.3%
4 Financials 0.17%
5 Industrials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.13%
+2,035
52
– –
-87,947
53
– –
-49,484
54
– –
-59,797
55
– –
-17,053
1 2
3