CWM
Core Wealth Management Portfolio holdings
AUM
$284M
This Quarter Return
+7.84%
1 Year Return
+9.68%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
–
Cap. Flow
+$177M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
98.81%
Holding
17
New
17
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 0.93% |
| 2 | Technology | 0.34% |
| 3 | Consumer Staples | 0.17% |
| 4 | Consumer Discretionary | 0.15% |
