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
$109M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$26.1K
2 +$7.28K

Sector Composition

1 Consumer Discretionary 66.4%
2 Technology 2.43%
3 Consumer Staples 1.25%
4 Financials 0.85%
5 Real Estate 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$248K 0.23%
2,258
27
$214K 0.2%
8,100
28
$209K 0.19%
1,593
29
$205K 0.19%
1,504
30
$204K 0.19%
7,886