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
$294M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.95M
2 +$2.24M
3 +$1.62M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.45M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.24M

Sector Composition

1 Financials 9.25%
2 Consumer Discretionary 3.42%
3 Communication Services 3.33%
4 Technology 2.76%
5 Industrials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,780
102
-611
103
-19,699
104
-5,844