CCWM

Correct Capital Wealth Management Portfolio holdings

AUM $514M
1-Year Est. Return 20.78%
This Quarter Est. Return
1 Year Est. Return
+20.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$433M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$5.31M
3 +$2.62M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.79M
5
SNV icon
Synovus
SNV
+$1.06M

Sector Composition

1 Technology 5.08%
2 Financials 3.66%
3 Healthcare 2.07%
4 Consumer Discretionary 1.88%
5 Industrials 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$229K 0.05%
476
127
$227K 0.05%
+1,142
128
$223K 0.05%
3,708
-108
129
$209K 0.05%
+913
130
$207K 0.05%
+4,785
131
$206K 0.05%
+563
132
$206K 0.05%
+1,000
133
$205K 0.05%
32,601
+10,649
134
$200K 0.05%
+2,860
135
$200K 0.05%
500
136
$2.42K ﹤0.01%
346
137
-12,396
138
-1,476
139
-962
140
-16,630
141
-3,856
142
-9,809
143
-6,231
144
-11,873
145
-5,586