CWM

ClientFirst Wealth Management Portfolio holdings

AUM $97.9M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$74.6M
2 +$7.98M
3 +$3.62M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.53M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 66.98%
2 Technology 2.38%
3 Consumer Staples 1.25%
4 Financials 0.87%
5 Real Estate 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$249K 0.22%
+2,258
27
$214K 0.19%
+8,100
28
$212K 0.19%
+1,504
29
$209K 0.19%
+1,593
30
$203K 0.18%
+7,886