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
$167M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$3.94M
2 +$3.47M
3 +$2.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$746K
5
MCHB
Mechanics Bancorp
MCHB
+$672K

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