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
$587M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Sells

1 +$4.34M
2 +$1.39M
3 +$1.36M
4
HPQ icon
HP
HPQ
+$1.35M
5
ABBV icon
AbbVie
ABBV
+$1.18M

Sector Composition

1 Technology 63.01%
2 Healthcare 4.3%
3 Consumer Staples 4.28%
4 Utilities 3.16%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$117K 0.02%
3,488
202
$71K 0.01%
1,117
203
0
204
$25K ﹤0.01%
+1,753
205
$17K ﹤0.01%
57
+15
206
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210
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-6,736
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-6,928
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-11,750
221
-1,837
222
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0
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-6,410