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CRWM
Castle Rock Wealth Management Portfolio holdings
AUM
$509M
1-Year Est. Return
36.93%
This Fund
S&P 500
This Quarter
Est. Return
+3.15%
1 Year Est. Return
+36.93%
3 Year Est. Return
+105.32%
5 Year Est. Return
+127.3%
10 Year Est. Return
–
AUM
$248M
AUM Growth
+$7.6M
(+3.2%)
Cap. Flow
+$7.67M
Cap. Flow
% of AUM
3.09%
Top 10 Holdings %
Top 10 Hldgs %
17.6%
Holding
262
New
29
Increased
135
Reduced
56
Closed
20
Top Buys
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$8.74M |
| 2 |
FTHY
First Trust High Yield Opportunities 2027 Term Fund
FTHY
|
+$2.97M |
| 3 |
VPU
Vanguard Utilities ETF
VPU
|
+$2.75M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.35M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.27M |
Sector Composition
| 1 | Technology | 13.77% |
| 2 | Consumer Discretionary | 7.55% |
| 3 | Healthcare | 5.63% |
| 4 | Consumer Staples | 5.17% |
| 5 | Financials | 5.04% |
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