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
$110M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1 +$216K
2 +$202K
3 +$138K
4
OHI icon
Omega Healthcare
OHI
+$110K
5
HD icon
Home Depot
HD
+$75.2K

Sector Composition

1 Technology 20.96%
2 Energy 9.49%
3 Financials 4.09%
4 Healthcare 3.84%
5 Consumer Staples 3.68%