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
$193M
AUM Growth
-$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.37M
3
+$1M
4
PLTR icon
Palantir
PLTR
+$330K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$326K

Top Sells

1
+$11.4M
2
+$8.21M
3
+$4.44M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$3.71M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.92M

Sector Composition

1 Technology 12.26%
2 Communication Services 4.63%
3 Financials 2.98%
4 Healthcare 2.95%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-14,767
127
– –
-1,206
128
– –
-569
2 3 4 5
6