Pricing

CA FAMILY WEALTH, LLC

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BEVERLY HILLS CA Investment Advisor
13F Summary
CA Family Wealth is based out of Beverly Hills. CA Family Wealth is a large advisory firm with 24 clients and discretionary assets under management (AUM) of $857,402,225 (Form ADV from 2023-03-24). Whalewisdom has at least 4 13F filings

2020-03-31

Top Buys (13F)

Name % Change

2020-03-31

Top Sells (13F)

Name % Change

2020-03-31

13F Holdings Summary

CA Family Wealth, LLC ERRORED IN CALCULATING THE REQUIREMENTS FOR FILING THE FORM 13F REPORT. CA Family Wealth, LLC HAS NOT MET THE FILING THRESHOLD OF $100 MILLION IN DISCRETIONARY 13F SECURITIES AND IS NOT REQUIRED TO REPORT AT THIS TIME. CA Family Wealth, LLC WILL CONTINUE TO MONITOR ITS ASSETS UNDER MANAGEMENT AND WILL BEGIN FILING AGAIN WHEN WE REACH THEFILING THRESHOLD.

2020-03-31

13F Activity

Market Value $0, Prior: $0
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 91.84%
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2020-03-31

13F Sector Allocation Over Time

2020-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-03-31

Portfolio Performance