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
$196M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.4%
2 Financials 2.8%
3 Consumer Discretionary 2.77%
4 Communication Services 2.17%
5 Healthcare 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$15.4K 0.01%
1,281
+31
152
-4,915
153
-1,745
154
-9,720
155
-4,110
156
-9,314
157
-38,024
158
-31,842
159
-1,402
160
-2,775
161
-6,018
162
-4,550
163
-191,404
164
-30,515
165
-10,119
166
-26,158
167
-21,718