CW

Cook Wealth Portfolio holdings

AUM $206M
1-Year Est. Return 4.73%
This Quarter Est. Return
1 Year Est. Return
+4.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$926K
2 +$383K
3 +$251K
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$214K
5
HD icon
Home Depot
HD
+$204K

Sector Composition

1 Healthcare 3.39%
2 Technology 2.11%
3 Financials 1.64%
4 Communication Services 0.56%
5 Industrials 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-647
52
-4,231