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CWG
Crown Wealth Group Portfolio holdings
AUM
$340M
1-Year Est. Return
20.49%
This Fund
S&P 500
1 Year Est. Return
+20.49%
AUM
$340M
AUM Growth
-$17.4M
(-4.9%)
Holding
163
Top Buys
| 1 | +$5.67M | |
| 2 | +$3.79M | |
| 3 | +$3.76M | |
| 4 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$2.02M |
| 5 |
iShares Gold Trust
IAU
|
+$1.1M |
Top Sells
| 1 | +$5.43M | |
| 2 | +$4.53M | |
| 3 | +$3.23M | |
| 4 |
Vanguard Health Care ETF
VHT
|
+$2.97M |
| 5 |
QBUF
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
|
+$2.73M |
Sector Composition
| 1 | Technology | 10.1% |
| 2 | Communication Services | 4.36% |
| 3 | Financials | 3.91% |
| 4 | Consumer Discretionary | 3.27% |
| 5 | Healthcare | 1.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Bitwise Bitcoin ETF
BITB
$2.56B
| – | – |
-7,660
|
|
||
152
Boston Scientific
BSX
$69.4B
| – | – |
-2,135
|
|
||
153
Global X Cybersecurity ETF
BUG
$1.13B
| – | – |
-15,486
|
|
||
154
Intuit
INTU
$77.1B
| – | – |
-370
|
|
||
155
iShares Russell 2000 ETF
IWM
$81.1B
| – | – |
-1,162
|
|
||
156
Jacobs Solutions
J
$15B
| – | – |
-1,546
|
|
||
157
iShares S&P 100 ETF
OEF
$20.3B
| – | – |
-871
|
|
||
158
State Street Financial Select Sector SPDR ETF
XLF
$50.9B
| – | – |
-7,807
|
|
||
159
State Street Industrial Select Sector SPDR ETF
XLI
$31.5B
| – | – |
-2,183
|
|
||
160
State Street Health Care Select Sector SPDR ETF
XLV
$39.1B
| – | – |
-2,823
|
|
||
|
SNTH
161
MRP SynthEquity ETF
SNTH
$185M
| – | – |
-7,343
|
|
||
|
162
Vanguard Health Care ETF
VHT
$16.9B
| – | – |
-10,312
|
|
||
163
State Street Communication Services Select Sector SPDR ETF
XLC
$23.9B
| – | – |
-2,071
|
|