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
$313M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.51%
2 Consumer Discretionary 3.23%
3 Financials 2.81%
4 Communication Services 2.22%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$211K 0.07%
+1,236
202
$211K 0.07%
+13,451
203
$211K 0.07%
+23,924
204
$210K 0.07%
+4,072
205
$209K 0.07%
+2,902
206
$205K 0.07%
+989
207
$203K 0.06%
+999
208
$200K 0.06%
+3,728
209
$186K 0.06%
+11,559
210
$179K 0.06%
+13,078
211
$171K 0.05%
+18,843
212
$170K 0.05%
+11,029
213
$120K 0.04%
+24,051
214
$104K 0.03%
+11,870
215
$101K 0.03%
+21,767
216
$62.2K 0.02%
+19,941
217
$634 ﹤0.01%
+31,843