CRWM

Castle Rock Wealth Management Portfolio holdings

AUM $452M
1-Year Est. Return 24.89%
This Quarter Est. Return
1 Year Est. Return
+24.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$3.45M
2 +$1.62M
3 +$1.61M
4
AAPL icon
Apple
AAPL
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.5%
2 Energy 11.02%
3 Consumer Discretionary 10.59%
4 Communication Services 9.11%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$167K 0.33%
+12,345