CWM

ClientFirst Wealth Management Portfolio holdings

AUM $125M
1-Year Est. Return 31.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.93%
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 +$72.5K

Top Sells

1 +$782K
2 +$234K
3 +$202K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$93.8K
5
AAPL icon
Apple
AAPL
+$82.6K

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