Center for Wealth Management Advisory - Portfolio overview

Center for Wealth Management Advisory has 62 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. PWB - INVESCO EXCHANGE TRADED FD T, 19.04%
2. FDL - FIRST TR EXCHANGE-TRADED FD, 10.40%
3. ILCB - ISHARES TR, 6.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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