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CA Family Wealth, LLC

Portfolio Profile

CIK: 0001804673 | BEVERLY HILLS, CA

$0
AUM
1
Positions
0%
Top 10 Conc.
0%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1None0$00.00%

Sector Allocation

Latest filing, equity positions only

Unclassified0% · $0

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified0%0%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified0%0%0%

AUM History

$0 | 1 pos.
$0 | 1 pos.
Q4
19
Q1
20

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged