CWG

Crown Wealth Group Portfolio holdings

AUM $266M
This Quarter Return
-4.12%
1 Year Return
+16.28%
3 Year Return
+81.76%
5 Year Return
10 Year Return
AUM
$193M
AUM Growth
-$53M
Cap. Flow
-$42.1M
Cap. Flow %
-21.81%
Top 10 Hldgs %
61.48%
Holding
128
New
15
Increased
44
Reduced
43
Closed
20
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.23M0.64% 3,509
+70
+2%
+$24.5K
$1.19M0.62% 4,599
+344
+8%
+$89.2K
$1.14M0.59% 2,424
-1,076
-31%
-$505K
$1.12M0.58% 9,217
-120
-1%
-$14.6K
$1.11M0.58% 1,175
+100
+9%
+$94.6K
$1.07M0.55% 25,697
-580
-2%
-$24.1K
$1.06M0.55% 4,320
+222
+5%
+$54.5K
$1M0.52%
+29,177
New
+$1M
$940K0.49% 3,043
-733
-19%
-$226K
$906K0.47% 14,376
+384
+3%
+$24.2K
$900K0.47% 34,410
-8,350
-20%
-$219K
$874K0.45% 5,595
+82
+1%
+$12.8K
$822K0.43% 16,429
-121
-0.7%
-$6.05K
$791K0.41% 4,726
+860
+22%
+$144K
$724K0.38% 2,697
+76
+3%
+$20.4K
$664K0.34% 5,583
+295
+6%
+$35.1K
$654K0.34% 9,104
+2,456
+37%
+$176K
$640K0.33% 17,188
-2,460
-13%
-$91.6K
$603K0.31% 25,068
-794
-3%
-$19.1K
$597K0.31% 16,699
-1,100
-6%
-$39.3K
$568K0.29% 22,692
-62,296
-73%
-$1.56M
$557K0.29% 11,699
$512K0.27% 5,092
-14,690
-74%
-$1.48M
$507K0.26% 5,776
+368
+7%
+$32.3K
$482K0.25% 5,365
+176
+3%
+$15.8K