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
51
$3.4M 0.46%
+74,847
52
$3.35M 0.46%
+22,973
53
$3.31M 0.45%
+67,422
54
$3.3M 0.45%
+9,133
55
$3.28M 0.45%
+7,482
56
$3.26M 0.45%
+6,127
57
$3.26M 0.44%
+40,670
58
$3.21M 0.44%
+17,062
59
$3.11M 0.42%
+13,144
60
$3.06M 0.42%
+75,092
61
$3.06M 0.42%
+56,699
62
$2.99M 0.41%
+33,265
63
$2.93M 0.4%
+23,082
64
$2.91M 0.4%
+78,968
65
$2.89M 0.4%
+77,391
66
$2.87M 0.39%
+10,554
67
$2.84M 0.39%
+39,789
68
$2.84M 0.39%
+30,777
69
$2.76M 0.38%
+30,768
70
$2.67M 0.36%
+31,437
71
$2.66M 0.36%
+7,698
72
$2.64M 0.36%
+35,307
73
$2.55M 0.35%
+12,668
74
$2.55M 0.35%
+33,357
75
$2.53M 0.35%
+14,541
1 2
3
4 5