CWM

C2C Wealth Management Portfolio holdings

AUM $116M
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$586M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$301K
2
+$254K
3
+$251K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$233K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$218K

Top Sells

1
+$413M
2
+$11.4M
3
+$8.84M
4
CSCO icon
Cisco
CSCO
+$6.33M
5
LLY icon
Eli Lilly
LLY
+$5.98M

Sector Composition

1 Technology 21.59%
2 Energy 8.29%
3 Healthcare 5.48%
4 Consumer Staples 4.35%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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