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
726
$0 ﹤0.01%
+100
727
$0 ﹤0.01%
+100
728
0
729
$0 ﹤0.01%
+20
730
$0 ﹤0.01%
+5
731
$0 ﹤0.01%
+4