CCG
Coastwise Capital Group Portfolio holdings
AUM
$142M
1-Year Est. Return
19.96%
1 Year Est. Return
+19.96%
AUM
$126M
AUM Growth
+$6.76M
(+5.7%)
Holding
129
Top Buys
| 1 | +$1.13M | |
| 2 | +$803K | |
| 3 | +$725K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$485K |
| 5 |
Broadcom
AVGO
|
+$287K |
Top Sells
| 1 | +$888K | |
| 2 | +$442K | |
| 3 | +$297K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$282K |
| 5 |
Dow Inc
DOW
|
+$233K |
Sector Composition
| 1 | Technology | 18.8% |
| 2 | Communication Services | 9.73% |
| 3 | Consumer Discretionary | 9.34% |
| 4 | Healthcare | 7.02% |
| 5 | Industrials | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
Dow Inc
DOW
$16.3B
| – | – |
-6,673
|
|
||
|
FISV
127
Fiserv Inc
FISV
$35.5B
| – | – |
-971
|
|
||
128
General Mills
GIS
$24.5B
| – | – |
-3,370
|
|
||
|
129
Vanguard Total Stock Market ETF
VTI
$566B
| – | – |
-1,026
|
|