CWP
Core Wealth Partners Portfolio holdings
AUM
$197M
1-Year Est. Return
16.09%
1 Year Est. Return
+16.09%
AUM
$172M
AUM Growth
-$2.55M
(-1.5%)
Holding
178
Top Buys
| 1 | +$1.99M | |
| 2 | +$1.62M | |
| 3 | +$1.38M | |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.17M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$587K |
Top Sells
| 1 | +$2.24M | |
| 2 | +$926K | |
| 3 | +$565K | |
| 4 |
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
|
+$556K |
| 5 |
First Trust Managed Municipal ETF
FMB
|
+$537K |
Sector Composition
| 1 | Technology | 20.68% |
| 2 | Industrials | 13.01% |
| 3 | Financials | 8.62% |
| 4 | Consumer Staples | 6.23% |
| 5 | Healthcare | 5.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
TSMC
TSM
$1.56T
| – | – |
-1,190
|
|
||
177
Vanguard Small-Cap Value ETF
VBR
$31.4B
| – | – |
-1,073
|
|
||
178
Wells Fargo
WFC
$274B
| – | – |
-4,237
|
|