CWM
Centurion Wealth Management Portfolio holdings
AUM
$349M
This Quarter Return
-3.21%
1 Year Return
+12.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(-0.01%)
Cap. Flow
-$45.5K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
38.14%
Holding
215
New
–
Increased
–
Reduced
–
Closed
1
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.95% |
| 2 | Consumer Discretionary | 3.5% |
| 3 | Financials | 3.17% |
| 4 | Communication Services | 2.24% |
| 5 | Healthcare | 1.92% |
