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
$180M
AUM Growth
+$916K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$4.07M
2 +$284K
3 +$240K
4
TSLA icon
Tesla
TSLA
+$236K
5
GS icon
Goldman Sachs
GS
+$219K

Top Sells

1 +$989K
2 +$904K
3 +$805K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$746K
5
GLD icon
SPDR Gold Trust
GLD
+$598K

Sector Composition

1 Technology 6.62%
2 Consumer Staples 4.58%
3 Financials 3.8%
4 Communication Services 3.76%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-570