CWG

Crown Wealth Group Portfolio holdings

AUM $333M
1-Year Est. Return 19.87%
This Quarter Est. Return
1 Year Est. Return
+19.87%
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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
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