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
$285M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.68M
3
+$3.53M
4
PARA
Paramount Global Class B
PARA
+$3.41M
5
BDX icon
Becton Dickinson
BDX
+$3.33M

Top Sells

1
+$6.78M
2
+$5.33M
3
+$4.74M
4
CRM icon
Salesforce
CRM
+$4.38M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.05M

Sector Composition

1 Technology 21.95%
2 Financials 10.22%
3 Healthcare 9.54%
4 Industrials 8.74%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
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