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
276
$16.6K 0.02%
+218
277
$16.1K 0.02%
+65
278
$16.1K 0.02%
+98
279
$15.8K 0.01%
+30
280
$15.6K 0.01%
+130
281
$15.6K 0.01%
+205
282
$15.4K 0.01%
+26
283
$14.8K 0.01%
+180
284
$14.8K 0.01%
+53
285
$14.8K 0.01%
+92
286
$14.6K 0.01%
+141
287
$14.5K 0.01%
+206
288
$14.4K 0.01%
+48
289
$14.3K 0.01%
+65
290
$14.2K 0.01%
+200
291
$14.1K 0.01%
+200
292
$13.7K 0.01%
+262
293
$13.6K 0.01%
+64
294
$13.5K 0.01%
+56
295
$13.3K 0.01%
+45
296
$13.1K 0.01%
+27
297
$13.1K 0.01%
+200
298
$13K 0.01%
+126
299
$12.8K 0.01%
+196
300
$12.8K 0.01%
+200