CRWM
Castle Rock Wealth Management Portfolio holdings
AUM
$463M
1-Year Est. Return
21.41%
This Fund
S&P 500
1 Year Est. Return
+21.41%
AUM
$463M
AUM Growth
+$10.1M
(+2.2%)
Holding
277
Top Buys
| 1 | +$2.88M | |
| 2 | +$2.32M | |
| 3 | +$2.21M | |
| 4 |
Tesla
TSLA
|
+$2.04M |
| 5 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$2.01M |
Top Sells
| 1 | +$2.92M | |
| 2 | +$2.04M | |
| 3 | +$1.83M | |
| 4 |
Dover
DOV
|
+$1.76M |
| 5 |
Vistra
VST
|
+$1.7M |
Sector Composition
| 1 | Technology | 19.32% |
| 2 | Consumer Staples | 7.24% |
| 3 | Communication Services | 6.04% |
| 4 | Financials | 5.04% |
| 5 | Energy | 4.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Atlassian
TEAM
$19.2B
| – | – |
-7,107
|
|
||
|
CRCL
277
Circle Internet Group
CRCL
$22.1B
| – | – |
-9,471
|
|