CWM
ClientFirst Wealth Management Portfolio holdings
AUM
$97.9M
This Quarter Return
+7.96%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.9M
AUM Growth
–
Cap. Flow
+$98.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.99%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dillards
DDS
|
$48.9M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$11.4M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.61M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.7M |
| 5 |
Apple
AAPL
|
$3.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 50.2% |
| 2 | Technology | 4.3% |
| 3 | Financials | 0.36% |
| 4 | Industrials | 0.3% |
| 5 | Real Estate | 0.28% |
