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
51
$464K 0.32%
64,534
-219
52
$458K 0.32%
16,256
-340,934
53
$430K 0.3%
20,000
54
$423K 0.29%
8,625
-17,773
55
$415K 0.29%
+3,880
56
$392K 0.27%
+877
57
$387K 0.27%
+8,200
58
$380K 0.26%
+9,931
59
$375K 0.26%
+4,543
60
$352K 0.25%
2,230
+640
61
$344K 0.24%
+6,895
62
$340K 0.24%
+2,711
63
$337K 0.23%
+10,800
64
$322K 0.22%
+2,362
65
$322K 0.22%
+5,325
66
$319K 0.22%
3,885
+199
67
$309K 0.22%
10,625
-5,552
68
$306K 0.21%
6,605
69
$292K 0.2%
+2,000
70
$290K 0.2%
5,849
-5,277
71
$285K 0.2%
+5,150
72
$274K 0.19%
38,708
-45,724
73
$267K 0.19%
+463
74
$265K 0.18%
+2,239
75
$264K 0.18%
+4,737
1 2
3
4 5