CWM
C2C Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
+0.46%
1 Year Return
+15.74%
3 Year Return
+83.89%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(-1.3%)
Cap. Flow
-$778K
Cap. Flow
% of AUM
-0.73%
Top 10 Holdings %
Top 10 Hldgs %
51.92%
Holding
89
New
2
Increased
14
Reduced
26
Closed
2
Top Buys
| 1 |
NVIDIA
NVDA
|
$337K |
| 2 |
Consolidated Edison
ED
|
$219K |
| 3 |
Johnson & Johnson
JNJ
|
$208K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$98.9K |
| 5 |
MPLX
MPLX
|
$91K |
Top Sells
| 1 |
Tesla
TSLA
|
$558K |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$237K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$204K |
| 4 |
Omega Healthcare
OHI
|
$114K |
| 5 |
Microsoft
MSFT
|
$91.6K |
Sector Composition
| 1 | Technology | 19.43% |
| 2 | Energy | 11.51% |
| 3 | Healthcare | 4.42% |
| 4 | Consumer Staples | 4.32% |
| 5 | Financials | 3.96% |
