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
$78.8M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$234K

Sector Composition

1 Consumer Discretionary 65.37%
2 Technology 2.5%
3 Financials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$202K 0.26%
1,504