CWP
Core Wealth Partners Portfolio holdings
AUM
$197M
This Quarter Return
+4.84%
1 Year Return
+16.09%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+8.4%)
Cap. Flow
+$6.94M
Cap. Flow
% of AUM
5.24%
Top 10 Holdings %
Top 10 Hldgs %
43.86%
Holding
139
New
21
Increased
63
Reduced
19
Closed
–
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 22.78% |
| 2 | Industrials | 17.53% |
| 3 | Financials | 7.18% |
| 4 | Consumer Staples | 5.98% |
| 5 | Healthcare | 4.75% |
