CWM
Castle Wealth Management Portfolio holdings
AUM
$275M
1-Year Return
12.54%
This Quarter Return
-5.11%
1 Year Return
+12.54%
3 Year Return
+49.52%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
-$7.04M
(-4.1%)
Cap. Flow
+$2.45M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
41.72%
Holding
776
New
44
Increased
129
Reduced
102
Closed
46
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 6.02% |
| 2 | Healthcare | 3.98% |
| 3 | Consumer Discretionary | 2.8% |
| 4 | Financials | 2.62% |
| 5 | Consumer Staples | 1.87% |
