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
301
$12.7K 0.01%
+33
302
$12.7K 0.01%
+985
303
$12.6K 0.01%
+69
304
$12.3K 0.01%
+37
305
$12.3K 0.01%
+200
306
$11.9K 0.01%
+140
307
$11.9K 0.01%
+131
308
$11.7K 0.01%
+292
309
$11.7K 0.01%
+315
310
$11.7K 0.01%
+100
311
$11.5K 0.01%
+65
312
$11.2K 0.01%
+74
313
$11K 0.01%
+100
314
$11K 0.01%
+245
315
$11K 0.01%
+244
316
$10.9K 0.01%
+500
317
$10.9K 0.01%
+226
318
$10.8K 0.01%
+86
319
$10.7K 0.01%
+990
320
$10.6K 0.01%
+163
321
$10.6K 0.01%
+147
322
$10.4K 0.01%
+137
323
$10.3K 0.01%
+258
324
$10.3K 0.01%
+222
325
$10.2K 0.01%
+168