CPW

Cove Private Wealth Portfolio holdings

AUM $284M
1-Year Est. Return 17.47%
This Quarter Est. Return
1 Year Est. Return
+17.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$220K
2 +$201K
3 +$18.8K
4
EL icon
Estee Lauder
EL
+$17.4K
5
NKE icon
Nike
NKE
+$13.3K

Top Sells

1 +$302K
2 +$113K
3 +$97.1K
4
KMB icon
Kimberly-Clark
KMB
+$71.1K
5
JNJ icon
Johnson & Johnson
JNJ
+$62.2K

Sector Composition

1 Technology 40.67%
2 Healthcare 9.18%
3 Financials 8.5%
4 Consumer Discretionary 7.75%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.16%
+750
77
-1,405