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
251
$20.5K 0.02%
+46
252
$20.4K 0.02%
+41
253
$19.7K 0.02%
+202
254
$19.4K 0.02%
+250
255
$19.4K 0.02%
+164
256
$19.1K 0.02%
+115
257
$19K 0.02%
+300
258
$18.9K 0.02%
+321
259
$18.7K 0.02%
+431
260
$18.7K 0.02%
+329
261
$18.3K 0.02%
+140
262
$18.3K 0.02%
+43
263
$18.2K 0.02%
+264
264
$17.9K 0.02%
+1,000
265
$17.7K 0.02%
+53
266
$17.6K 0.02%
+43
267
$17.5K 0.02%
+637
268
$17.5K 0.02%
+145
269
$17.3K 0.02%
+430
270
$17.2K 0.02%
+200
271
$17.2K 0.02%
+61
272
$17.2K 0.02%
+237
273
$16.9K 0.02%
+24
274
$16.7K 0.02%
+185
275
$16.6K 0.02%
+80