CWA

Crusonia Wealth Advisors Portfolio holdings

AUM $454M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.6%
2 Financials 2.61%
3 Communication Services 1.19%
4 Consumer Staples 1.16%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SDVY icon
176
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.7B
$204K 0.04%
+5,323