CWM

Castle Wealth Management Portfolio holdings

AUM $296M
1-Year Est. Return 13.12%
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.1%
2 Healthcare 3.97%
3 Consumer Discretionary 2.46%
4 Financials 2.26%
5 Communication Services 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K 0.01%
+92
427
$8K ﹤0.01%
+403
428
$8K ﹤0.01%
+196
429
$8K ﹤0.01%
+170
430
$8K ﹤0.01%
+50
431
$8K ﹤0.01%
+50
432
$8K ﹤0.01%
+82
433
$8K ﹤0.01%
+136
434
$8K ﹤0.01%
+263
435
$8K ﹤0.01%
+500
436
$8K ﹤0.01%
+70
437
$8K ﹤0.01%
+508
438
$8K ﹤0.01%
+65
439
$8K ﹤0.01%
+400
440
$8K ﹤0.01%
+26
441
$8K ﹤0.01%
+150
442
$8K ﹤0.01%
+420
443
$8K ﹤0.01%
+85
444
$8K ﹤0.01%
+18
445
$7K ﹤0.01%
+150
446
$7K ﹤0.01%
+465
447
$7K ﹤0.01%
+81
448
$7K ﹤0.01%
+300
449
$7K ﹤0.01%
+116
450
$7K ﹤0.01%
+400