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
676
$0 ﹤0.01%
+25
677
$0 ﹤0.01%
+50
678
$0 ﹤0.01%
+20
679
$0 ﹤0.01%
+25
680
$0 ﹤0.01%
+25
681
$0 ﹤0.01%
+50
682
$0 ﹤0.01%
+50
683
$0 ﹤0.01%
+50
684
$0 ﹤0.01%
+20
685
$0 ﹤0.01%
+10
686
$0 ﹤0.01%
+25
687
$0 ﹤0.01%
+50
688
$0 ﹤0.01%
+3
689
$0 ﹤0.01%
+5
690
$0 ﹤0.01%
+3
691
$0 ﹤0.01%
+6
692
$0 ﹤0.01%
+3
693
$0 ﹤0.01%
+3
694
$0 ﹤0.01%
+2
695
$0 ﹤0.01%
+20
696
$0 ﹤0.01%
+13
697
$0 ﹤0.01%
+1
698
$0 ﹤0.01%
+2
699
$0 ﹤0.01%
+24
700
$0 ﹤0.01%
+100