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
$4.51B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$2.72M
3 +$1.85M
4
META icon
Meta Platforms (Facebook)
META
+$1.67M
5
TSLA icon
Tesla
TSLA
+$1.55M

Top Sells

1 +$148M
2 +$25M
3 +$2.88M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.67M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.08M

Sector Composition

1 Technology 37.21%
2 Consumer Discretionary 3.33%
3 Healthcare 2.64%
4 Financials 1.61%
5 Communication Services 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-2,282