CCG

Coastwise Capital Group Portfolio holdings

AUM $142M
1-Year Est. Return 19.96%
This Quarter Est. Return
1 Year Est. Return
+19.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$633K
2 +$377K
3 +$320K
4
NKE icon
Nike
NKE
+$205K
5
PSTG icon
Pure Storage
PSTG
+$203K

Top Sells

1 +$1.32M
2 +$598K
3 +$462K
4
C icon
Citigroup
C
+$304K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$286K

Sector Composition

1 Technology 19.94%
2 Communication Services 10.77%
3 Consumer Discretionary 9.14%
4 Financials 6.78%
5 Healthcare 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,601