CWM
Centurion Wealth Management Portfolio holdings
AUM
$349M
1-Year Return
12.38%
This Quarter Return
+5.66%
1 Year Return
+12.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$313M
AUM Growth
–
Cap. Flow
+$313M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.6%
Holding
217
New
217
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$17.2M |
| 2 |
Apple
AAPL
|
$17.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$17M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$13.9M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$13M |
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% |
