CCWP
Cedar Cove Wealth Partners Portfolio holdings
AUM
$191M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$191M
AUM Growth
-$759K
(-0.4%)
Holding
101
Top Buys
| 1 | +$5.35M | |
| 2 | +$3.57M | |
| 3 | +$3.17M | |
| 4 |
Goldman Sachs JUST US Large Cap Equity ETF
JUST
|
+$2.79M |
| 5 |
LFSC
F/m Emerald Life Sciences Innovation ETF
LFSC
|
+$2.48M |
Top Sells
| 1 | +$6.9M | |
| 2 | +$6.33M | |
| 3 | +$5.85M | |
| 4 |
Sprott Uranium Miners ETF
URNM
|
+$4.04M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$682K |
Sector Composition
| 1 | Financials | 4.42% |
| 2 | Technology | 3.35% |
| 3 | Industrials | 1.4% |
| 4 | Healthcare | 1.15% |
| 5 | Communication Services | 0.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Targa Resources
TRGP
$57B
| – | – |
-2,587
|
|