CWP

Core Wealth Partners Portfolio holdings

AUM $197M
1-Year Est. Return 16.09%
This Quarter Est. Return
1 Year Est. Return
+16.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.6M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$2.26M
3
+$1.62M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.61M
5
AME icon
Ametek
AME
+$1.31M

Top Sells

1
+$13.4M
2
+$9.52M
3
+$6.07M
4
ACN icon
Accenture
ACN
+$3.12M
5
NVO icon
Novo Nordisk
NVO
+$2.92M

Sector Composition

1 Technology 19.27%
2 Industrials 13.91%
3 Consumer Staples 7.17%
4 Financials 6.45%
5 Healthcare 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
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