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
451
$7K ﹤0.01%
+90
452
$7K ﹤0.01%
+27
453
$7K ﹤0.01%
+200
454
$7K ﹤0.01%
+150
455
$7K ﹤0.01%
+100
456
$7K ﹤0.01%
+300
457
$6K ﹤0.01%
+3
458
$6K ﹤0.01%
+5
459
$6K ﹤0.01%
+45
460
$6K ﹤0.01%
+250
461
$6K ﹤0.01%
+510
462
$6K ﹤0.01%
+296
463
$6K ﹤0.01%
+260
464
$6K ﹤0.01%
+150
465
$6K ﹤0.01%
+132
466
$6K ﹤0.01%
+279
467
$6K ﹤0.01%
+200
468
$6K ﹤0.01%
+200
469
$6K ﹤0.01%
+651
470
$6K ﹤0.01%
+239
471
$6K ﹤0.01%
+423
472
$6K ﹤0.01%
+500
473
$6K ﹤0.01%
+300
474
$6K ﹤0.01%
+136
475
$5K ﹤0.01%
+50