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
326
$9.95K 0.01%
+218
327
$9.9K 0.01%
+355
328
$9.88K 0.01%
+200
329
$9.79K 0.01%
+8
330
$9.73K 0.01%
+54
331
$9.65K 0.01%
+34
332
$9.65K 0.01%
+81
333
$9.58K 0.01%
+74
334
$9.51K 0.01%
+23
335
$9.39K 0.01%
+564
336
$9.34K 0.01%
+50
337
$9.29K 0.01%
+292
338
$9.22K 0.01%
+104
339
$9.15K 0.01%
+130
340
$8.96K 0.01%
+393
341
$8.9K 0.01%
+115
342
$8.77K 0.01%
+47
343
$8.51K 0.01%
+80
344
$8.46K 0.01%
+800
345
$8.45K 0.01%
+100
346
$8.42K 0.01%
+40
347
$8.38K 0.01%
+130
348
$8.01K 0.01%
+160
349
$7.97K 0.01%
+38
350
$7.88K 0.01%
+150