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Diana Torres

@Consultiva Wealth Management, Corp.

Latest period2024 - Q3ReportedManaged Assets$12.57MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -4.27%
26.05%
$3.274M
6,205 shares@ $527.67 avg price
VYMVanguard Whitehall Fds
Recent Activity
17.82%
$2.239M
17,468 shares@ $128.2 avg price
VXUSVanguard Star Fds
Recent Activity
16.61%
$2.087M
32,238 shares@ $64.74 avg price
VBVanguard Index Fds
Recent Activity
8.79%
$1.104M
4,653 shares@ $237.21 avg price
QAIIndexiq Etf Tr
Recent Activity
Increased 0.01%
8.49%
$1.066M
33,244 shares@ $32.08 avg price
SGOVIshares Tr
Recent Activity
New Position
8.11%
$1.019M
10,119 shares@ $100.73 avg price
QLTAIshares Tr
Recent Activity
New Position
3.13%
$393,053
7,997 shares@ $49.16 avg price
DYNIEtf Opportunities Trust
Recent Activity
3.05%
$382,281
13,614 shares@ $28.08 avg price
NANRSpdr Index Shs Fds
Recent Activity
1.04%
$130,493
2,304 shares@ $56.64 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
1.04%
$130,117
2,573 shares@ $50.58 avg price