CWA
Continuum Wealth Advisors Portfolio holdings
AUM
$208M
This Quarter Return
+8.2%
1 Year Return
+12.62%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.29%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.64% |
| 2 | Healthcare | 0.77% |
| 3 | Consumer Discretionary | 0.26% |
| 4 | Financials | 0.2% |
