CWP
Core Wealth Partners Portfolio holdings
AUM
$222M
1-Year Est. Return
18.69%
This Fund
S&P 500
1 Year Est. Return
+18.69%
AUM
$88.9M
AUM Growth
–
Holding
110
Top Buys
| 1 | +$18.1M | |
| 2 | +$10.4M | |
| 3 | +$6.39M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$4.57M |
| 5 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$4.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.59% |
| 2 | Healthcare | 10.44% |
| 3 | Consumer Staples | 10.25% |
| 4 | Financials | 7.69% |
| 5 | Consumer Discretionary | 4.88% |