CL

CPWA, LLC Portfolio holdings

AUM $83.7M
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
$83.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1 +$8.13M
2 +$5.9M
3 +$3.9M
4
AAPL icon
Apple
AAPL
+$3.87M
5
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.42%
2 Consumer Discretionary 7.41%
3 Consumer Staples 6.21%
4 Communication Services 4.47%
5 Financials 3.71%