CA
CWC Advisors Portfolio holdings
AUM
$194M
This Quarter Return
+7.04%
1 Year Return
+18.8%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.27%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$5.76M |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$4.14M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$4.1M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$4.01M |
| 5 |
Broadcom
AVGO
|
$3.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 9.55% |
| 3 | Industrials | 8.42% |
| 4 | Healthcare | 4.81% |
| 5 | Consumer Discretionary | 2.62% |
