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
451
$173 ﹤0.01%
+49
452
$95 ﹤0.01%
+15
453
$45 ﹤0.01%
+20
454
0