CWM
CCG Wealth Management Portfolio holdings
AUM
$212M
1-Year Est. Return
18.53%
1 Year Est. Return
+18.53%
AUM
$190M
AUM Growth
+$22.6M
(+14%)
Holding
81
Top Buys
| 1 | +$1.19M | |
| 2 | +$956K | |
| 3 | +$597K | |
| 4 |
Microsoft
MSFT
|
+$385K |
| 5 |
Bank of America
BAC
|
+$287K |
Top Sells
| 1 | +$963K | |
| 2 | +$242K | |
| 3 | +$168K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$167K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$105K |
Sector Composition
| 1 | Technology | 7% |
| 2 | Financials | 4.1% |
| 3 | Communication Services | 3.63% |
| 4 | Healthcare | 2.44% |
| 5 | Consumer Discretionary | 2.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Russell 2000 Value ETF
IWN
$12B
| $216K | 0.11% |
1,368
|
|
||
77
IBM
IBM
$289B
| $216K | 0.11% |
+732
|
|
||
78
Bit Digital
BTBT
$977M
| $123K | 0.06% |
+56,000
|
|
||
79
Clear Channel Outdoor Holdings
CCO
$970M
| $19.2K | 0.01% |
16,403
|
|
||
80
Wheels Up
UP
$924M
| $12.3K | 0.01% |
+11,500
|
|
||
|
SVC
81
Service Properties Trust
SVC
$321M
| – | – |
-20,442
|
|