CWG

Crown Wealth Group Portfolio holdings

AUM $266M
This Quarter Return
-4.12%
1 Year Return
+16.28%
3 Year Return
+81.76%
5 Year Return
10 Year Return
AUM
$193M
AUM Growth
-$53M
Cap. Flow
-$42.1M
Cap. Flow %
-21.81%
Top 10 Hldgs %
61.48%
Holding
128
New
15
Increased
44
Reduced
43
Closed
20
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-14,767
Closed
-$834K
-1,206
Closed
-$215K
-569
Closed
-$200K