CNWM
Clay Northam Wealth Management Portfolio holdings
AUM
$156M
1-Year Return
16.93%
This Quarter Return
-6.34%
1 Year Return
+16.93%
3 Year Return
+85.57%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
-$11.9M
(-7.7%)
Cap. Flow
+$215K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
60.27%
Holding
97
New
5
Increased
30
Reduced
31
Closed
7
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
+$379K |
| 2 |
Eaton
ETN
|
+$348K |
| 3 |
Carvana
CVNA
|
+$336K |
| 4 |
ProShares Ultra QQQ
QLD
|
+$277K |
| 5 |
Oracle
ORCL
|
+$274K |
Sector Composition
| 1 | Technology | 19.45% |
| 2 | Consumer Discretionary | 11.47% |
| 3 | Communication Services | 8.3% |
| 4 | Financials | 1.69% |
| 5 | Healthcare | 1.33% |
