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
$146M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$1.25M
2 +$1.16M
3 +$678K
4
SHEL icon
Shell
SHEL
+$653K
5
MSTR icon
Strategy Inc
MSTR
+$647K

Sector Composition

1 Technology 25.49%
2 Industrials 15.91%
3 Financials 6.88%
4 Consumer Staples 6.43%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,766
152
-4,154
153
-10,000
154
-1,073