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
$513M
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Sells

1 +$17.4M
2 +$4.36M
3 +$3.27M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.84M
5
MMM icon
3M
MMM
+$2.32M

Sector Composition

1 Financials 10.8%
2 Healthcare 8.93%
3 Technology 5.89%
4 Industrials 4.71%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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-819