CWM
C2C Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
+2.79%
1 Year Return
+15.74%
3 Year Return
+83.89%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(+1.4%)
Cap. Flow
-$486K
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
52.17%
Holding
87
New
2
Increased
4
Reduced
12
Closed
6
Top Buys
| 1 |
NVIDIA
NVDA
|
$545K |
| 2 |
Welltower
WELL
|
$209K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$95.8K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$17K |
| 5 |
Costco
COST
|
$1.7K |
Top Sells
Sector Composition
| 1 | Technology | 19.58% |
| 2 | Energy | 10.54% |
| 3 | Healthcare | 4.13% |
| 4 | Consumer Staples | 3.82% |
| 5 | Financials | 3.61% |
