CCWM
Correct Capital Wealth Management Portfolio holdings
AUM
$514M
This Quarter Return
+9.11%
1 Year Return
+20.78%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$395M
AUM Growth
–
Cap. Flow
+$395M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
63.62%
Holding
130
New
130
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$46.9M |
| 2 |
JPMorgan Active Growth ETF
JGRO
|
$44.6M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
$26.6M |
| 4 |
VictoryShares Free Cash Flow ETF
VFLO
|
$21.1M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
$21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.6% |
| 2 | Financials | 3.2% |
| 3 | Consumer Discretionary | 1.63% |
| 4 | Healthcare | 1.54% |
| 5 | Industrials | 1.41% |
