CW
CIC Wealth Portfolio holdings
AUM
$387M
This Quarter Return
+7.72%
1 Year Return
+36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$242M
AUM Growth
–
Cap. Flow
+$242M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.29%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$18.6M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$17.9M |
| 3 |
PepsiCo
PEP
|
$11.7M |
| 4 |
Microsoft
MSFT
|
$9.75M |
| 5 |
Mondelez International
MDLZ
|
$7.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.44% |
| 2 | Consumer Staples | 13.48% |
| 3 | Financials | 7.63% |
| 4 | Consumer Discretionary | 6.98% |
| 5 | Healthcare | 6.74% |
