CWMP
Clarion Wealth Managment Partners Portfolio holdings
AUM
$101M
1 Year Est. Return
–
AUM
$91.3M
AUM Growth
–
Holding
81
Top Buys
| 1 | +$13.1M | |
| 2 | +$7.43M | |
| 3 | +$5.51M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.54M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.09% |
| 2 | Real Estate | 7.48% |
| 3 | Consumer Discretionary | 7.01% |
| 4 | Industrials | 5.58% |
| 5 | Consumer Staples | 3.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
CVS Health
CVS
$102B
| $210K | 0.23% |
+3,045
|
|
||
77
Boeing
BA
$149B
| $209K | 0.23% |
+999
|
|
||
78
General Dynamics
GD
$94.4B
| $205K | 0.22% |
+704
|
|
||
79
Abbott
ABT
$224B
| $202K | 0.22% |
+1,486
|
|
||
80
Dimensional US High Profitability ETF
DUHP
$9.76B
| $201K | 0.22% |
+5,664
|
|
||
81
Nuveen Global High Income Fund
JGH
$298M
| $169K | 0.19% |
+13,079
|
|