CWM

CCG Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 18.53%
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$6.74M
2 +$3.01M
3 +$521K
4
NVDA icon
NVIDIA
NVDA
+$432K
5
MSFT icon
Microsoft
MSFT
+$339K

Top Sells

1 +$971K
2 +$761K
3 +$386K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$347K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$343K

Sector Composition

1 Consumer Staples 7.41%
2 Technology 6.04%
3 Communication Services 5.38%
4 Financials 4.59%
5 Utilities 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,038