CWM

C2C Wealth Management Portfolio holdings

AUM $110M
1-Year Est. Return 15.74%
This Quarter Est. Return
1 Year Est. Return
+15.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$704M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.16M
3 +$866K
4
TSLA icon
Tesla
TSLA
+$767K
5
PFE icon
Pfizer
PFE
+$765K

Top Sells

1 +$2.65M
2 +$809K
3 +$801K
4
MRNA icon
Moderna
MRNA
+$709K
5
PARA
Paramount Global Class B
PARA
+$412K

Sector Composition

1 Technology 67.4%
2 Healthcare 4.43%
3 Consumer Staples 2.93%
4 Energy 2.82%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$100K 0.01%
11,526
227
$45.8K 0.01%
1,692
-706
228
$40.4K 0.01%
21,434
-5,364
229
$19.2K ﹤0.01%
1,122
230
$10.7K ﹤0.01%
2,753
231
$9.88K ﹤0.01%
15,000
232
-19,257
233
-2,184
234
-851
235
-5,322
236
-973
237
-3,968
238
-5,000
239
-578
240
-2,182
241
-24,075
242
-5,000
243
-6,023
244
-2,219
245
-5,946
246
-14,077
247
-12,654
248
-2,524
249
-912
250
0