CW

Channel Wealth Portfolio holdings

AUM $374M
1-Year Est. Return 15.13%
This Quarter Est. Return
1 Year Est. Return
+15.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.63%
2 Healthcare 11.17%
3 Financials 6.31%
4 Consumer Discretionary 4.71%
5 Consumer Staples 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$39.6K 0.03%
+21,855
202
$11.2K 0.01%
+12,567