CWM
C2C Wealth Management Portfolio holdings
AUM
$110M
This Quarter Return
+20.41%
1 Year Return
+15.74%
3 Year Return
+83.89%
5 Year Return
–
10 Year Return
–
AUM
$696M
AUM Growth
–
Cap. Flow
+$696M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.11%
Holding
222
New
222
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
KLA
KLAC
|
$401M |
| 2 |
Apple
AAPL
|
$17.9M |
| 3 |
Southern Company
SO
|
$13.9M |
| 4 |
Microsoft
MSFT
|
$11M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$8.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 66.3% |
| 2 | Healthcare | 4.2% |
| 3 | Consumer Staples | 3.72% |
| 4 | Utilities | 2.38% |
| 5 | Communication Services | 2.22% |
