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 (-22%)
Cap. Flow
-$42.1M
Cap. Flow % of AUM
-21.81%
Top 10 Holdings %Top 10 Hldgs %
61.48%
Holding
128
New
15
Increased
44
Reduced
43
Closed
20
Top Buys
1 | $2.59M | |
2 | $2.37M | |
3 | $1M | |
4 | $330K | |
5 | $326K |
Top Sells
1 | $11.4M | |
2 | $8.21M | |
3 | $4.44M | |
4 | $3.71M | |
5 | $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% |