CWP

Core Wealth Partners Portfolio holdings

AUM $222M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
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
+$8.31M
2
+$2.12M
3
+$1.61M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.61M
5
AME icon
Ametek
AME
+$1.28M

Top Sells

1
+$12M
2
+$9.6M
3
+$5.87M
4
ACN icon
Accenture
ACN
+$2.98M
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
in Stake 		Capital Flow
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