CWG
Crown Wealth Group Portfolio holdings
AUM
$333M
1-Year Est. Return
19.87%
1 Year Est. Return
+19.87%
AUM
$266M
AUM Growth
+$73.4M
(+38%)
Holding
130
Top Buys
| 1 | +$9.81M | |
| 2 | +$6.43M | |
| 3 | +$6.16M | |
| 4 |
Vanguard Communication Services ETF
VOX
|
+$5.22M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$4.52M |
Top Sells
| 1 | +$4.12M | |
| 2 | +$2.72M | |
| 3 | +$868K | |
| 4 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$597K |
| 5 |
Adobe
ADBE
|
+$356K |
Sector Composition
| 1 | Technology | 11.18% |
| 2 | Financials | 4.85% |
| 3 | Communication Services | 4.5% |
| 4 | Consumer Discretionary | 2.27% |
| 5 | Healthcare | 2.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Innovator US Small Cap Power Buffer ETF April
KAPR
$169M
| – | – |
-8,514
|
|
||
127
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.5B
| – | – |
-5,300
|
|
||
128
Goldman Sachs
GS
$243B
| – | – |
-384
|
|
||
|
129
Adobe
ADBE
$139B
| – | – |
-929
|
|
||
130
Duke Energy
DUK
$96.3B
| – | – |
-1,788
|
|