CWMK

Caliber Wealth Management (Kansas) Portfolio holdings

AUM $929M
1-Year Est. Return 19.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$78M
2 +$39.3M
3 +$39.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$38.6M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$18.4M

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
$56.8K 0.01%
+10,700
252
$22.8K ﹤0.01%
+16,204
253
$14.4K ﹤0.01%
+12,080
254
$6.76K ﹤0.01%
+1,300