Instuitional Investor - Collaborative Wealth Managment Inc.
Fund Profile
Filing Period:
| Fund Name: | Collaborative Wealth Managment Inc. |
| Portfolio Value | $213,831,337 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 189,130 | $9,658,869 | 4.52% | |
| 2. | Spdr Series Trust | 169,855 | $8,693,190 | 4.07% | |
| 3. | Spdr Series Trust | 325,517 | $8,209,548 | 3.84% | |
| 4. | Spdr Series Trust | 101,128 | $8,127,643 | 3.8% | |
| 5. | Global X Fds - US PFD ETF | 414,831 | $7,898,380 | 3.69% |
