CWM

Circle Wealth Management Portfolio holdings

AUM $4.5B
1-Year Est. Return 10.27%
This Quarter Est. Return
1 Year Est. Return
+10.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$698M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$1.39M
3 +$1.23M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.11M
5
AAPL icon
Apple
AAPL
+$990K

Top Sells

1 +$2.37M
2 +$1.24M
3 +$984K
4
IBM icon
IBM
IBM
+$970K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$963K

Sector Composition

1 Financials 10.06%
2 Technology 8.57%
3 Healthcare 7.81%
4 Industrials 5.72%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-21,800