CWM
C2C Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
+19.15%
1 Year Return
+15.74%
3 Year Return
+83.89%
5 Year Return
–
10 Year Return
–
AUM
$577M
AUM Growth
+$577M
(+13%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-2.46%
Top 10 Holdings %
Top 10 Hldgs %
74.27%
Holding
182
New
10
Increased
24
Reduced
80
Closed
9
Top Buys
| 1 |
Uber
UBER
|
$548K |
| 2 |
Cleveland-Cliffs
CLF
|
$445K |
| 3 |
Walt Disney
DIS
|
$442K |
| 4 |
Medtronic
MDT
|
$395K |
| 5 |
Freeport-McMoran
FCX
|
$365K |
Top Sells
| 1 |
KLA
KLAC
|
$4.67M |
| 2 |
Union Pacific
UNP
|
$1.37M |
| 3 |
Procter & Gamble
PG
|
$937K |
| 4 |
Apple
AAPL
|
$928K |
| 5 |
iShares Russell 3000 ETF
IWV
|
$904K |
Sector Composition
| 1 | Technology | 69.34% |
| 2 | Healthcare | 3.9% |
| 3 | Consumer Staples | 3.37% |
| 4 | Energy | 2.74% |
| 5 | Utilities | 2.58% |
