MWM
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Modern Wealth Management’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Modern Wealth Management’s Portfolio CGMS Stock Details CGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$366K Buy
13,250
+1,692
+15% +$46.7K 0.01% 548
2025
Q1 		$316K Buy
11,558
+3,857
+50% +$105K 0.01% 512
2024
Q4 		$210K Buy
+7,701
New +$210K 0.01% 542