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
$133M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$2.97M
2 +$1.05M
3 +$548K
4
APLS icon
Apellis Pharmaceuticals
APLS
+$428K
5
MSFT icon
Microsoft
MSFT
+$342K

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