CW
| |
Constellation Wealth Advisors, LLC13F | |
| Constellation Wealth Advisors, LLC | |
| Last update 2015-11-09 | 77 Stocks (3 new) |
| Value $889.00 Mil | Turnover 5 % |
| Portfolio Report | |
Constellation Wealth Advisors,... Top Holdings of 2015-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 912,963 | 174951.000 | +0.70% | 19.680 | +0.14% | 0.100 | -0.36% | -0.66% | 615248.912 | ||
DXJ | WisdomTree Japan Hedged Equity Fund | 2,136,966 | 103985.000 | +8.54% | 11.700 | +0.92% | 7.420 | -2.01% | -2.12% | 3767.455 | ||
VGK | Vanguard FTSE Europe ETF | 1,618,051 | 79576.000 | +6.30% | 8.950 | +0.53% | 0.520 | -9.36% | -0.17% | 18708.105 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 691,037 | 50833.000 | +0.18% | 5.720 | +0.01% | 0.310 | -2.84% | +0.49% | 72351.272 | ||
EFA | iShares MSCI EAFE ETF | 818,101 | 46894.000 | +12.13% | 5.280 | +0.57% | 0.110 | -8.99% | -0.65% | 52780.660 | ||
IWF | iShares Russell 1000 Growth ETF | 494,896 | 46025.000 | 0% | 5.180 | 0% | 0.200 | +3.06% | -1.56% | 104240.168 | ||
IVV | iShares Core S&P 500 ETF | 153,010 | 29487.000 | +1.50% | 3.320 | +0.05% | 0.020 | -0.37% | -0.63% | 582237.199 | ||
VOO | Vanguard S&P 500 ETF | 81,704 | 14356.000 | -4.40% | 1.620 | -0.06% | 0.010 | -0.34% | -0.66% | 539978.487 | ||
BAC | Bank of America Corp | 901,193 | 14041.000 | +95.27% | 1.580 | +0.77% | 0.010 | +9.88% | +4.20% | 351264.428 | Banks | |
JNJ | Johnson & Johnson | 150,127 | 14014.000 | -0.39% | 1.580 | 0% | 0.010 | -9.78% | +0.01% | 348503.425 | Drug Manufacturers |
Constellation Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Constellation Wealth Advisors, LLC Total Holding History ($B)
Constellation Wealth Advisors, LLC's Asset Allocation
Constellation Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Constellation Wealth Advisors, LLC's Hypothetical Growth since 2015-09-30
Constellation Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Constellation Wealth Advisors, LLC's Holdings Heat Map
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Constellation Wealth Advisors, LLC's Holdings Bubble Chart
Constellation Wealth Advisors, LLC News
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