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CWMK
Caliber Wealth Management (Kansas) Portfolio holdings
AUM
$914M
1-Year Est. Return
21.56%
This Fund
S&P 500
1 Year Est. Return
+21.56%
AUM
$914M
AUM Growth
-$15.4M
(-1.7%)
Holding
282
Top Buys
| 1 | +$16.3M | |
| 2 | +$5.57M | |
| 3 | +$5.22M | |
| 4 |
Avantis US Equity ETF
AVUS
|
+$4.53M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$3.5M |
Top Sells
| 1 | +$20.9M | |
| 2 | +$7.56M | |
| 3 | +$3.23M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$2.87M |
| 5 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$1.85M |
Sector Composition
| 1 | Technology | 5.18% |
| 2 | Financials | 3.27% |
| 3 | Healthcare | 3.11% |
| 4 | Industrials | 3.02% |
| 5 | Consumer Discretionary | 2.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
SPDR Gold MiniShares Trust
GLDM
$28.6B
| – | – |
-3,385
|
|
||
277
Intuit
INTU
$75.7B
| – | – |
-312
|
|
||
278
Newmont
NEM
$107B
| – | – |
-2,541
|
|
||
279
ServiceNow
NOW
$105B
| – | – |
-2,653
|
|
||
280
Pinterest
PINS
$11.3B
| – | – |
-23,325
|
|
||
281
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
| – | – |
-11,536
|
|
||
|
PRMB
282
Primo Brands
PRMB
$8.76B
| – | – |
-10,019
|
|