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
$80.6M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$349K
2 +$203K
3 +$88.2K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$76.3K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$55.6K

Sector Composition

1 Consumer Discretionary 63.49%
2 Technology 2.76%
3 Financials 0.25%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-5,000
27
-13,436
28
-7,000
29
-3,890