CWM
C2C Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
-5.19%
1 Year Return
+15.74%
3 Year Return
+83.89%
5 Year Return
–
10 Year Return
–
AUM
$511M
AUM Growth
+$511M
(-6.3%)
Cap. Flow
-$8.26M
Cap. Flow
% of AUM
-1.61%
Top 10 Holdings %
Top 10 Hldgs %
71.2%
Holding
190
New
4
Increased
37
Reduced
61
Closed
18
Top Buys
| 1 |
Tesla
TSLA
|
$682K |
| 2 |
Schlumberger
SLB
|
$532K |
| 3 |
Charles Schwab
SCHW
|
$236K |
| 4 |
Lamb Weston
LW
|
$205K |
| 5 |
Extra Space Storage
EXR
|
$201K |
Top Sells
| 1 |
Southern Company
SO
|
$938K |
| 2 |
KLA
KLAC
|
$710K |
| 3 |
Alibaba
BABA
|
$561K |
| 4 |
Microsoft
MSFT
|
$523K |
| 5 |
NextEra Energy, Inc.
NEE
|
$448K |
Sector Composition
| 1 | Technology | 65.42% |
| 2 | Healthcare | 4.29% |
| 3 | Consumer Staples | 4.01% |
| 4 | Utilities | 3.01% |
| 5 | Energy | 2.74% |
