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
$75.1M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$67.4K

Top Sells

1 +$650K
2 +$234K
3 +$202K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$91.5K
5
AAPL icon
Apple
AAPL
+$89.7K

Sector Composition

1 Consumer Discretionary 61.79%
2 Technology 3.11%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-10,000