CWM

Cordatus Wealth Management Portfolio holdings

AUM $407M
1-Year Est. Return 21.34%
This Quarter Est. Return
1 Year Est. Return
+21.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.5M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$4.41M
2 +$3.51M
3 +$3.19M
4
TSLA icon
Tesla
TSLA
+$3.09M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.74M

Top Sells

1 +$5.01M
2 +$2.9M
3 +$2.69M
4
LIN icon
Linde
LIN
+$2.22M
5
FDX icon
FedEx
FDX
+$2.18M

Sector Composition

1 Financials 20.5%
2 Healthcare 15.94%
3 Communication Services 13.33%
4 Technology 10.35%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-30,623