CL

COWA LLC Portfolio holdings

AUM $329M
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$5.23M
2 +$3.39M
3 +$1.13M
4
MCD icon
McDonald's
MCD
+$715K
5
AAPL icon
Apple
AAPL
+$613K

Sector Composition

1 Energy 6.4%
2 Technology 6.16%
3 Financials 3.15%
4 Healthcare 2.62%
5 Consumer Staples 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-14,820