CWG

Crown Wealth Group Portfolio holdings

AUM $358M
1-Year Est. Return 19.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.9M
3
+$1.87M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.79M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$1.13M

Top Sells

1
+$2.97M
2
+$1.09M
3
+$542K
4
APLS icon
Apellis Pharmaceuticals
APLS
+$428K
5
MSFT icon
Microsoft
MSFT
+$358K

Sector Composition

1 Technology 10.01%
2 Communication Services 3.41%
3 Financials 2.02%
4 Consumer Discretionary 1.98%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,165
77
– –
-42,065
78
– –
-6,146
1 2 3
4