CWM

CCG Wealth Management Portfolio holdings

AUM $233M
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$4.14M
2 +$3.41M
3 +$2.55M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$740K
5
MCHB
Mechanics Bancorp
MCHB
+$567K

Sector Composition

1 Technology 6.06%
2 Financials 4.11%
3 Communication Services 3.52%
4 Consumer Staples 2.89%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-717