CWM

Cordatus Wealth Management Portfolio holdings

AUM $432M
1-Year Est. Return 23.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.13M
3
+$3.9M
4
AMZN icon
Amazon
AMZN
+$3.58M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.39M

Top Sells

1
+$4.91M
2
+$4.75M
3
+$4.48M
4
FIS icon
Fidelity National Information Services
FIS
+$4.11M
5
FISV
Fiserv Inc
FISV
+$3.87M

Sector Composition

1 Technology 20.58%
2 Healthcare 18.62%
3 Consumer Staples 12.56%
4 Consumer Discretionary 7.96%
5 Industrials 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
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