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
151
$56.8K 0.05%
+1,760
152
$56.8K 0.05%
+141
153
$56.7K 0.05%
+223
154
$56K 0.05%
+974
155
$56K 0.05%
+106
156
$55.5K 0.05%
+1,121
157
$55.3K 0.05%
+489
158
$55K 0.05%
+149
159
$54.9K 0.05%
+415
160
$54.5K 0.05%
+449
161
$53.8K 0.05%
+287
162
$53.7K 0.05%
+680
163
$52.1K 0.05%
+450
164
$51.5K 0.05%
+733
165
$50.9K 0.05%
+223
166
$50.5K 0.05%
+522
167
$49.3K 0.05%
+300
168
$49.2K 0.05%
+86
169
$48.8K 0.05%
+1,500
170
$48.6K 0.05%
+615
171
$48.6K 0.05%
+670
172
$48.5K 0.05%
+711
173
$48.5K 0.05%
+380
174
$47.8K 0.04%
+400
175
$47.5K 0.04%
+91