CWG
Crown Wealth Group Portfolio holdings
AUM
$266M
This Quarter Return
-3.64%
1 Year Return
+16.28%
3 Year Return
+81.76%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+33%)
Cap. Flow
+$39.2M
Cap. Flow
% of AUM
27.33%
Top 10 Holdings %
Top 10 Hldgs %
55.91%
Holding
125
New
58
Increased
20
Reduced
17
Closed
28
Top Buys
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
$7.45M |
| 2 |
Microsoft
MSFT
|
$7.1M |
| 3 |
Fidelity Stocks for Inflation ETF
FCPI
|
$4.98M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$4.42M |
| 5 |
Apple
AAPL
|
$4.31M |
Top Sells
Sector Composition
| 1 | Technology | 10.91% |
| 2 | Communication Services | 5.07% |
| 3 | Consumer Discretionary | 2.78% |
| 4 | Healthcare | 2.2% |
| 5 | Financials | 1.98% |
