CWM
Curtis Wealth Management Portfolio holdings
AUM
$115M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$115M
AUM Growth
–
Holding
52
Top Buys
| 1 | +$8.97M | |
| 2 | +$7.71M | |
| 3 | +$6.64M | |
| 4 |
iShares S&P 100 ETF
OEF
|
+$5.71M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$5.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 0.69% |
| 2 | Healthcare | 0.23% |
| 3 | Industrials | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI EAFE Growth ETF
EFG
$10.2B
| $222K | 0.19% |
+1,848
|
|
||
52
Emerson Electric
EMR
$83.4B
| $208K | 0.18% |
+1,392
|
|