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
$696M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$401M
2 +$17.9M
3 +$13.9M
4
MSFT icon
Microsoft
MSFT
+$11M
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$222K 0.03%
+9,500
202
$222K 0.03%
+26,976
203
$221K 0.03%
+903
204
$217K 0.03%
+1,837
205
$215K 0.03%
+2,969
206
$213K 0.03%
+5,900
207
$209K 0.03%
+594
208
$206K 0.03%
+321
209
$203K 0.03%
+1,763
210
$203K 0.03%
+2,850
211
$202K 0.03%
+6,410
212
$201K 0.03%
+1,062
213
$200K 0.03%
+1,552
214
$180K 0.03%
+11,526
215
$128K 0.02%
+3,488
216
$118K 0.02%
+12,583
217
$116K 0.02%
+10,170
218
0
219
$75K 0.01%
+1,117
220
$70K 0.01%
+10,207
221
$65K 0.01%
+417
222
$19K ﹤0.01%
+42