Instuitional Investor - Comprehensive Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Comprehensive Wealth Management, Llc |
| Portfolio Value | $218,880,544 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Guinness Atkinson Fds - ASIA PAC ETF | 2,019,643 | $37,543,144 | 17.15% | |
| 2. | First Tr Exchange Traded Fd - RBA INDL ETF | 245,734 | $32,744,056 | 14.96% | |
| 3. | Spdr Index Shs Fds - ST MAR DIVID ETF | 690,557 | $28,283,489 | 12.92% | |
| 4. | XLE | 229,179 | $24,551,946 | 11.22% | |
| 5. | XLE | 100,267 | $19,102,869 | 8.73% |