CWMK

Caliber Wealth Management (Kansas) Portfolio holdings

AUM $897M
This Quarter Est. Return
1 Year Est. Return
–
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
+$74.3M
2
+$37.2M
3
+$36.5M
4
MSFT icon
Microsoft
MSFT
+$36.1M
5
AVDE icon
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
26
$5.76M 0.79%
+30,284
27
$5.65M 0.77%
+15,412
28
$5.54M 0.76%
+35,486
29
$5.11M 0.7%
+26,803
30
$5.11M 0.7%
+182,642
31
$4.99M 0.68%
+29,779
32
$4.97M 0.68%
+47,518
33
$4.89M 0.67%
+52,221
34
$4.76M 0.65%
+130,696
35
$4.6M 0.63%
+90,518
36
$4.07M 0.56%
+40,400
37
$3.96M 0.54%
+10,678
38
$3.94M 0.54%
+64,992
39
$3.91M 0.53%
+63,039
40
$3.78M 0.52%
+7,212
41
$3.77M 0.51%
+14,126
42
$3.76M 0.51%
+14,178
43
$3.76M 0.51%
+13,053
44
$3.65M 0.5%
+17,548
45
$3.62M 0.49%
+51,877
46
$3.6M 0.49%
+5,738
47
$3.53M 0.48%
+11,977
48
$3.51M 0.48%
+11,636
49
$3.43M 0.47%
+20,676
50
$3.4M 0.46%
+22,010
1
2
3 4 5