CWMSI

CFG Wealth Management Services, Inc. Portfolio holdings

AUM $110M
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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$8.79M
3 +$8.1M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$6.71M
5
BND icon
Vanguard Total Bond Market
BND
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.14%
2 Healthcare 0.61%
3 Financials 0.53%
4 Technology 0.5%
5 Energy 0.44%