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
$250M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$4.52M
2 +$4.05M
3 +$718K
4
NUE icon
Nucor
NUE
+$562K
5
JNJ icon
Johnson & Johnson
JNJ
+$552K

Sector Composition

1 Technology 6.86%
2 Healthcare 2.39%
3 Financials 2.34%
4 Consumer Discretionary 2.26%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-364