CWMK
Caliber Wealth Management (Kansas) Portfolio holdings
AUM $733M
AUM
$733M
AUM Growth
–
Cap. Flow
+$733M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
37.53%
Holding
254
New
254
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $74.3M | |
| 2 | $37.2M | |
| 3 | $36.5M | |
| 4 | $36.1M | |
| 5 | $18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.78% |
| 2 | Financials | 4.26% |
| 3 | Healthcare | 3.46% |
| 4 | Consumer Discretionary | 3.38% |
| 5 | Communication Services | 3.21% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $56.8K | 0.01% | 10,700 | New | +$56.8K | |||
| $22.8K | 0% | 16,204 | New | +$22.8K | |||
| $14.4K | 0% | 12,080 | New | +$14.4K | |||
| $6.76K | 0% | 13,000 | New | +$6.76K |
