CW
Cooksen Wealth Portfolio holdings
AUM
$124M
This Quarter Return
+9.26%
1 Year Return
+14.86%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+26%)
Cap. Flow
+$13.2M
Cap. Flow
% of AUM
10.59%
Top 10 Holdings %
Top 10 Hldgs %
61.75%
Holding
106
New
12
Increased
34
Reduced
31
Closed
16
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 1.56% |
| 2 | Technology | 0.86% |
| 3 | Financials | 0.27% |
| 4 | Consumer Discretionary | 0.06% |
| 5 | Communication Services | 0.04% |
