CWMGP

Capstone Wealth Management Group (Pennsylvania) Portfolio holdings

AUM $104M
1-Year Est. Return 13.72%
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.6M
AUM Growth
-$338K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Sells

1 +$914K
2 +$364K
3 +$265K
4
VMW
VMware, Inc
VMW
+$246K
5
SHOP icon
Shopify
SHOP
+$214K

Sector Composition

1 Technology 9.17%
2 Healthcare 4.11%
3 Consumer Discretionary 2.93%
4 Energy 2.66%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$213K 0.22%
2,848
-214
52
$212K 0.22%
3,602
-1,272
53
$205K 0.21%
777
+2
54
$204K 0.21%
+4,284
55
$204K 0.21%
+379
56
-7,270
57
-3,320
58
-4,856
59
-7,108
60
-1,713