Center for Wealth Management Advisory 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF Center for Wealth Management Advisory | Institutional Filer | — | $274.5M | 69 |
Current Portfolio Holdings
Showing top 123 reported positions by value (Total positions in database: 69)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PWB | INVESCO EXCHANGE TRADED FD T | — | 211K | $26.8M | 9.75% |
| 2 | PWB | INVESCO EXCHANGE TRADED FD T | — | 210K | $26.4M | 9.63% |
| 3 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 284K | $14.4M | 5.26% |
| 4 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 285K | $12.6M | 4.60% |
| 5 | ILCB | ISHARES TR | — | 92K | $8.7M | 3.18% |
| 6 | ILCB | ISHARES TR | — | 93K | $8.4M | 3.06% |
| 7 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 174K | $8.2M | 2.98% |
| 8 | FVD | FIRST TR EXCHANGE-TRADED FD | — | 170K | $7.8M | 2.85% |
| 9 | SMH | VANECK ETF TRUST | — | 17K | $6.6M | 2.39% |
| 10 | SMH | VANECK ETF TRUST | — | 17K | $6.2M | 2.24% |
| 11 | AAPL | Apple Inc. | Technology | 16K | $4.2M | 1.54% |
| 12 | AAPL | Apple Inc. | Technology | 16K | $4.0M | 1.44% |
| 13 | IWB | iShares Russell 1000 ETF | — | 10K | $3.8M | 1.37% |
| 14 | AVGO | Broadcom Inc. | Technology | 8K | $2.7M | 1.00% |
| 15 | IWB | iShares Russell 1000 ETF | — | 8K | $2.7M | 1.00% |
Showing 1 to 15 of 123 holdings