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
$208M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$1.67M
3 +$1.47M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.04M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$640K

Top Sells

1 +$285K
2 +$180K
3 +$162K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$136K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$91.3K

Sector Composition

1 Financials 7.75%
2 Industrials 2.9%
3 Communication Services 2.68%
4 Consumer Staples 2.64%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$68K 0.03%
31,852
77
-5,180