CFWMA
Center for Wealth Management Advisory Portfolio holdings
AUM
$136M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$136M
AUM Growth
–
Holding
61
Top Buys
| 1 | +$26.7M | |
| 2 | +$12.4M | |
| 3 | +$8.66M | |
| 4 |
First Trust Value Line Dividend Fund
FVD
|
+$7.81M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 11.88% |
| 2 | Technology | 11.29% |
| 3 | Financials | 6.52% |
| 4 | Consumer Staples | 5.7% |
| 5 | Industrials | 4.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares US Technology ETF
IYW
$18.9B
| $410K | 0.3% |
+2,052
|
|
||
52
JPMorgan Chase
JPM
$831B
| $325K | 0.24% |
+1,009
|
|
||
53
O'Reilly Automotive
ORLY
$77.8B
| $287K | 0.21% |
+3,150
|
|
||
54
Philip Morris
PM
$250B
| $263K | 0.19% |
+1,640
|
|
||
55
Home Depot
HD
$336B
| $257K | 0.19% |
+746
|
|
||
56
Oracle
ORCL
$397B
| $234K | 0.17% |
+1,200
|
|
||
57
Alphabet (Google) Class A
GOOGL
$3.84T
| $233K | 0.17% |
+744
|
|
||
58
Advanced Micro Devices
AMD
$399B
| $224K | 0.17% |
+1,046
|
|
||
59
McKesson
MCK
$106B
| $215K | 0.16% |
+262
|
|
||
60
Palantir
PLTR
$306B
| $210K | 0.16% |
+1,184
|
|
||
61
L3Harris
LHX
$66B
| $203K | 0.15% |
+691
|
|