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
$179M
AUM Growth
+$1.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$833K
3 +$802K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$307K
5
PLTR icon
Palantir
PLTR
+$291K

Top Sells

1 +$8.34M
2 +$2.68M
3 +$2.45M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.01M
5
TSLA icon
Tesla
TSLA
+$464K

Sector Composition

1 Technology 6.3%
2 Consumer Staples 4.72%
3 Financials 3.99%
4 Communication Services 3.8%
5 Utilities 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,459