CWMK
Caliber Wealth Management (Kansas) Portfolio holdings
AUM
$930M
1 Year Est. Return
–
AUM
$733M
AUM Growth
–
Holding
254
Top Buys
| 1 | +$74.3M | |
| 2 | +$37.2M | |
| 3 | +$36.5M | |
| 4 |
Microsoft
MSFT
|
+$36.1M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.74% |
| 2 | Financials | 4.26% |
| 3 | Healthcare | 3.46% |
| 4 | Consumer Discretionary | 3.38% |
| 5 | Communication Services | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
CommScope
COMM
$3.49B
| $56.8K | 0.01% |
+10,700
|
|
||
252
Sundial Growers
SNDL
$556M
| $22.8K | ﹤0.01% |
+16,204
|
|
||
253
Reliance Global Group
RELI
$5.06M
| $14.4K | ﹤0.01% |
+12,080
|
|
||
254
Sol-Gel Technologies
SLGL
$103M
| $6.76K | ﹤0.01% |
+1,300
|
|