CWM

Centurion Wealth Management Portfolio holdings

AUM $438M
1-Year Est. Return 14.1%
This Quarter Est. Return
1 Year Est. Return
+14.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.72%
2 Financials 3.37%
3 Healthcare 2.54%
4 Consumer Discretionary 2.14%
5 Communication Services 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$99.9K 0.06%
+22,868
152
$90.4K 0.05%
+11,592
153
$75.1K 0.04%
+1,328
154
$28.2K 0.02%
+12,808
155
$15.4K 0.01%
+1,250