CWMK
Caliber Wealth Management (Kansas) Portfolio holdings
AUM $733M
AUM
$733M
AUM Growth
–
Cap. Flow
+$733M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
37.53%
Holding
254
New
254
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $74.3M | |
| 2 | $37.2M | |
| 3 | $36.5M | |
| 4 | $36.1M | |
| 5 | $18M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.78% |
| 2 | Financials | 4.26% |
| 3 | Healthcare | 3.46% |
| 4 | Consumer Discretionary | 3.38% |
| 5 | Communication Services | 3.21% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.46M | 0.34% | 4,608 | New | +$2.46M | |||
| $2.46M | 0.34% | 33,364 | New | +$2.46M | |||
| $2.45M | 0.33% | 4,250 | New | +$2.45M | |||
| $2.45M | 0.33% | 6,988 | New | +$2.45M | |||
| $2.45M | 0.33% | 34,548 | New | +$2.45M | |||
| $2.38M | 0.32% | 28,893 | New | +$2.38M | |||
| $2.3M | 0.31% | 11,551 | New | +$2.3M | |||
| $2.3M | 0.31% | 241,126 | New | +$2.3M | |||
| $2.27M | 0.31% | 11,247 | New | +$2.27M | |||
| $2.24M | 0.31% | 18,843 | New | +$2.24M | |||
| $2.23M | 0.3% | 13,068 | New | +$2.23M | |||
| $2.14M | 0.29% | 52,542 | New | +$2.14M | |||
| $2.12M | 0.29% | 9,613 | New | +$2.12M | |||
| $2.08M | 0.28% | 17,065 | New | +$2.08M | |||
| $1.92M | 0.26% | 9,255 | New | +$1.92M | |||
| $1.9M | 0.26% | 25,602 | New | +$1.9M | |||
| $1.89M | 0.26% | 27,172 | New | +$1.89M | |||
| $1.88M | 0.26% | 7,011 | New | +$1.88M | |||
| $1.88M | 0.26% | 21,123 | New | +$1.88M | |||
| $1.8M | 0.25% | 56,799 | New | +$1.8M | |||
| $1.77M | 0.24% | 907 | New | +$1.77M | |||
| $1.72M | 0.23% | 3,382 | New | +$1.72M | |||
| $1.71M | 0.23% | 51,956 | New | +$1.71M | |||
| $1.71M | 0.23% | 14,020 | New | +$1.71M | |||
| $1.71M | 0.23% | 8,153 | New | +$1.71M |
