Instuitional Investor - Collaborative Wealth Managment Inc.
Fund Profile
Filing Period:
| Fund Name: | Collaborative Wealth Managment Inc. |
| Portfolio Value | $220,358,077 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 186,725 | $9,549,109 | 4.33% | |
| 2. | Spdr Series Trust | 168,372 | $9,208,277 | 4.17% | |
| 3. | Spdr Series Trust | 101,871 | $8,954,451 | 4.06% | |
| 4. | Spdr Series Trust | 323,655 | $8,279,107 | 3.75% | |
| 5. | Global X Fds - US PFD ETF | 408,193 | $7,963,849 | 3.61% |
