CWM

Centricity Wealth Management Portfolio holdings

AUM $125M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.75%
2 Consumer Discretionary 3.66%
3 Healthcare 3.17%
4 Financials 2.87%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$25.3K 0.02%
+97
227
$25.2K 0.02%
+120
228
$25.1K 0.02%
+1,000
229
$24.8K 0.02%
+906
230
$24.6K 0.02%
+100
231
$24.5K 0.02%
+525
232
$24.5K 0.02%
+72
233
$23.8K 0.02%
+500
234
$23.7K 0.02%
+88
235
$23.5K 0.02%
+308
236
$23.3K 0.02%
+102
237
$23K 0.02%
+178
238
$22.9K 0.02%
+174
239
$22.5K 0.02%
+170
240
$22.4K 0.02%
+157
241
$22.4K 0.02%
+66
242
$22K 0.02%
+308
243
$22K 0.02%
+650
244
$21.6K 0.02%
+78
245
$21.5K 0.02%
+100
246
$21.3K 0.02%
+408
247
$21.1K 0.02%
+180
248
$20.7K 0.02%
+33
249
$20.6K 0.02%
+240
250
$20.5K 0.02%
+201