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CWP
Core Wealth Partners Portfolio holdings
AUM
$215M
1-Year Est. Return
18.94%
This Fund
S&P 500
1 Year Est. Return
+18.94%
AUM
$197M
AUM Growth
+$25M
(+15%)
Holding
184
Top Buys
| 1 | +$1.95M | |
| 2 | +$1.95M | |
| 3 | +$1.95M | |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
+$1.89M |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$1.35M |
Top Sells
| 1 | +$1.62M | |
| 2 | +$1.1M | |
| 3 | +$1.03M | |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$958K |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$923K |
Sector Composition
| 1 | Technology | 22.07% |
| 2 | Industrials | 13.67% |
| 3 | Financials | 8.33% |
| 4 | Consumer Staples | 6.09% |
| 5 | Healthcare | 4.7% |