CWG
Crown Wealth Group Portfolio holdings
AUM
$358M
1-Year Est. Return
19.42%
This Fund
S&P 500
1 Year Est. Return
+19.42%
AUM
$358M
AUM Growth
+$25.1M
(+7.5%)
Holding
152
Top Buys
| 1 | +$5.75M | |
| 2 | +$3.49M | |
| 3 | +$3.25M | |
| 4 |
KDEC
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
|
+$3.23M |
| 5 |
Vanguard Health Care ETF
VHT
|
+$2.97M |
Top Sells
| 1 | +$5.69M | |
| 2 | +$2.52M | |
| 3 | +$2.26M | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$2.23M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.21M |
Sector Composition
| 1 | Technology | 10.32% |
| 2 | Communication Services | 4.35% |
| 3 | Financials | 3.8% |
| 4 | Consumer Discretionary | 3.11% |
| 5 | Healthcare | 1.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Innovator US Small Cap Power Buffer ETF October
KOCT
$134M
| – | – |
-41,123
|
|
||
152
Dimensional Core Fixed Income ETF
DFCF
$9.09B
| – | – |
-7,976
|
|