CWAI
Core Wealth Advisors (Indiana) Portfolio holdings
AUM
$127M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$127M
AUM Growth
–
Holding
32
Top Buys
| 1 | +$15.4M | |
| 2 | +$11.2M | |
| 3 | +$10.3M | |
| 4 |
Vanguard Value ETF
VTV
|
+$10.2M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$8.41M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares ESG Aware MSCI USA ETF
ESGU
$15.8B
| $501K | 0.4% |
+3,366
|
|
||
|
SYSB
27
iShares Systematic Bond ETF
SYSB
$854M
| $415K | 0.33% |
+4,628
|
|
||
|
HIMU
28
iShares High Yield Muni Active ETF
HIMU
$2.62B
| $303K | 0.24% |
+6,226
|
|
||
29
iShares MSCI Emerging Markets ex China ETF
EMXC
$17.8B
| $290K | 0.23% |
+3,988
|
|
||
30
Vanguard S&P 500 ETF
VOO
$864B
| $277K | 0.22% |
+442
|
|
||
31
JPMorgan Ultra-Short Income ETF
JPST
$37.2B
| $214K | 0.17% |
+4,233
|
|
||
32
Schwab US Large-Cap Value ETF
SCHV
$15.6B
| $210K | 0.17% |
+7,090
|
|