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
701
$0 ﹤0.01%
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702
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703
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704
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705
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706
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710
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711
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712
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714
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715
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717
0
718
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719
0
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721
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722
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723
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724
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+5
725
$0 ﹤0.01%
+14