CW
Channel Wealth Portfolio holdings
AUM
$374M
1-Year Est. Return
15.13%
1 Year Est. Return
+15.13%
AUM
$354M
AUM Growth
+$31.9M
(+9.9%)
Holding
186
Top Buys
| 1 | +$5.27M | |
| 2 | +$4.09M | |
| 3 | +$3.96M | |
| 4 |
TotalEnergies
TTE
|
+$3.32M |
| 5 |
Arista Networks
ANET
|
+$2.98M |
Top Sells
| 1 | +$4.14M | |
| 2 | +$3.29M | |
| 3 | +$3.21M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$2.72M |
| 5 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
+$2.5M |
Sector Composition
| 1 | Technology | 19.93% |
| 2 | Healthcare | 10.5% |
| 3 | Financials | 7.21% |
| 4 | Communication Services | 4.57% |
| 5 | Consumer Staples | 2.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Thermo Fisher Scientific
TMO
$214B
| – | – |
-445
|
|
||
177
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
| – | – |
-3,042
|
|
||
178
Roblox
RBLX
$79.8B
| – | – |
-7,424
|
|
||
179
Global X US Infrastructure Development ETF
PAVE
$9.71B
| – | – |
-7,091
|
|
||
180
Kimberly-Clark
KMB
$39.7B
| – | – |
-1,432
|
|
||
181
iShares Russell 2000 ETF
IWM
$70.7B
| – | – |
-16,487
|
|
||
182
Icon
ICLR
$13.1B
| – | – |
-7,119
|
|
||
183
HDFC Bank
HDB
$186B
| – | – |
-9,472
|
|
||
184
Global X Dow 30 Covered Call ETF
DJIA
$134M
| – | – |
-11,129
|
|
||
185
CrowdStrike
CRWD
$136B
| – | – |
-630
|
|
||
186
Cameco
CCJ
$44.5B
| – | – |
-35,221
|
|