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
$166M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$1.96M
3
+$1.81M
4
IYW icon
iShares US Technology ETF
IYW
+$1.36M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.26M

Top Sells

1
+$10.9M
2
+$911K
3
+$712K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$570K
5
PNOV icon
Innovator US Equity Power Buffer ETF November
PNOV
+$281K

Sector Composition

1 Technology 10.46%
2 Communication Services 3.38%
3 Consumer Discretionary 2.53%
4 Financials 2.14%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,457
102
– –
-3,125
103
– –
-16,845
104
– –
-11,000
105
– –
-11,395
1 2 3 4
5