CCG
Coastwise Capital Group Portfolio holdings
AUM
$126M
This Quarter Return
-3.63%
1 Year Return
+17.18%
3 Year Return
+74.11%
5 Year Return
–
10 Year Return
–
AUM
$80.5M
AUM Growth
–
Cap. Flow
+$80.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.94%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$7.52M |
| 2 |
Apple
AAPL
|
$4.44M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$4.2M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$3.29M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$2.64M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 15.95% |
| 2 | Consumer Discretionary | 14.2% |
| 3 | Communication Services | 11.99% |
| 4 | Healthcare | 6.57% |
| 5 | Industrials | 6.38% |
