Diana Torres

@Consultiva Wealth Management, Corp.

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$12.57M

Total holdings26

Assets growth rate14.49%

Assets growth rate (2-Q avg)8.67%

Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Consultiva Wealth Management, Corp.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Consultiva Wealth Management, Corp. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 12.57M in assets, with a quarterly growth rate of 14.49% and a 2-quarter average growth rate of 8.67%. The portfolio is managed by Diana Torres, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ABNBAirbnb Inc Recent Activity	0.14%	$17,119 135 shares@ $126.81 avg price
AAPLApple Inc Recent Activity Increased 32.08%	0.13%	$16,310 70 shares@ $233.0 avg price	Increased 32.08%
BENFranklin Resources Inc Recent Activity Increased 1.36%	0.08%	$9,045 449 shares@ $20.15 avg price	Increased 1.36%
ANGLVaneck Vectors Etf Tr Recent Activity	0.07%	$7,676 261 shares@ $29.41 avg price
MBBIshares Tr Recent Activity	0.05%	$5,844 61 shares@ $95.81 avg price
COMTIshares U S Etf Tr Recent Activity	0.02%	$1,995 77 shares@ $25.91 avg price