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
$214M
AUM Growth
-$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.02M
3
+$2.99M
4
IBM icon
IBM
IBM
+$2.88M
5
CTVA icon
Corteva
CTVA
+$2.49M

Top Sells

1
+$6.51M
2
+$4.33M
3
+$3.79M
4
PARA
Paramount Global Class B
PARA
+$3.78M
5
BDX icon
Becton Dickinson
BDX
+$3.22M

Sector Composition

1 Technology 21.4%
2 Healthcare 14%
3 Financials 11.57%
4 Consumer Staples 10.09%
5 Industrials 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
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