CWG

Crown Wealth Group Portfolio holdings

AUM $266M
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$7.1M
3
+$4.98M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.42M
5
AAPL icon
Apple
AAPL
+$4.31M

Top Sells

1
+$9.61M
2
+$3.33M
3
+$2.65M
4
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$2.16M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.95M

Sector Composition

1 Technology 10.91%
2 Communication Services 5.07%
3 Consumer Discretionary 2.78%
4 Healthcare 2.2%
5 Financials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.94%
+2,955
27
$1.35M 0.94%
3,815
+1,305
28
$1.31M 0.91%
+3,851
29
$1.26M 0.88%
+4,393
30
$1.18M 0.82%
+60,975
31
$1.17M 0.81%
+42,840
32
$1.11M 0.78%
+3,102
33
$1.01M 0.7%
5,382
+3,639
34
$990K 0.69%
2,385
+1,029
35
$925K 0.64%
+22,162
36
$879K 0.61%
+2,346
37
$840K 0.59%
+5,560
38
$745K 0.52%
+4,122
39
$717K 0.5%
+46,617
40
$646K 0.45%
3,373
+5
41
$614K 0.43%
+4,400
42
$572K 0.4%
+28,640
43
$571K 0.4%
5,601
-3,243
44
$558K 0.39%
28,756
-2,469
45
$547K 0.38%
+14,264
46
$530K 0.37%
+1,852
47
$490K 0.34%
+2,208
48
$482K 0.34%
+4,231
49
$476K 0.33%
35,600
-4,165
50
$472K 0.33%
+2,300
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