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Christopher M. Wright

Center For Wealth Management Advisory

Assets Managed
$138.866M
Holdings
62
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
2.36%(2Q avg: 1.18%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Center For Wealth Management Advisory's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Center For Wealth Management Advisory over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 138.866M in assets, with a quarterly growth rate of 2.36% and a 2-quarter average growth rate of 1.18%. The portfolio is managed by Christopher M. Wright, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PWB
Invesco Large Cap Growth Etf
Recent Activity
Decreased -0.27%
19.04%
$26.439M
209,950 shares@ $125.94 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Decreased -0.21%
10.41%
$14.448M
284,409 shares@ $50.8 avg price
ILCB
Ishares Morningstar U.s. Equ
Recent Activity
Increased 1.06%
6.05%
$8.396M
93,439 shares@ $89.86 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Increased 2.24%
5.89%
$8.177M
173,866 shares@ $47.03 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 0.02%
4.73%
$6.56M
17,110 shares@ $383.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.43%
2.85%
$3.955M
15,584 shares@ $253.8 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -24.09%
1.97%
$2.732M
7,663 shares@ $356.54 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 6.17%
1.87%
$2.596M
8,388 shares@ $309.5 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -5.25%
1.82%
$2.519M
10,304 shares@ $244.44 avg price
FDX
Fedex Corp
Recent Activity
Decreased -2.38%
1.74%
$2.416M
6,783 shares@ $356.19 avg price

1-10 of 62