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CWM
Castle Wealth Management Portfolio holdings
AUM
$309M
1-Year Est. Return
16.93%
This Fund
S&P 500
This Quarter
Est. Return
+1.89%
1 Year Est. Return
+16.93%
3 Year Est. Return
+48.58%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$302M
AUM Growth
+$5.65M
(+1.9%)
Cap. Flow
+$907K
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
39.93%
Holding
132
New
3
Increased
28
Reduced
71
Closed
1
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
+$1.62M |
| 2 |
BlackRock Flexible Income ETF
BINC
|
+$1.46M |
| 3 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$1.09M |
| 4 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$1M |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
+$831K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
+$1.12M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$658K |
| 3 |
Invesco Short Term Treasury ETF
TBLL
|
+$493K |
| 4 |
iShares Gold Trust Micro
IAUM
|
+$425K |
| 5 |
UnitedHealth
UNH
|
+$357K |
Sector Composition
| 1 | Technology | 6.89% |
| 2 | Financials | 2.74% |
| 3 | Communication Services | 2.04% |
| 4 | Consumer Discretionary | 2% |
| 5 | Healthcare | 1.55% |
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