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
Intuit
INTU
$109B
| – | – |
-312
|
|
||
277
SPDR Gold MiniShares Trust
GLDM
$30.1B
| – | – |
-3,385
|
|
||
278
Fidelity MSCI Real Estate Index ETF
FREL
$1.43B
| – | – |
-14,138
|
|
||
279
Energy Transfer Partners
ET
$68B
| – | – |
-11,346
|
|
||
280
iShares California Muni Bond ETF
CMF
$4.26B
| – | – |
-8,164
|
|
||
281
Applied Materials
AMAT
$304B
| – | – |
-947
|
|
||
282
Abbott
ABT
$159B
| – | – |
-2,093
|
|