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
76
$2.46M 0.34%
+4,608
77
$2.46M 0.34%
+33,364
78
$2.45M 0.33%
+4,250
79
$2.45M 0.33%
+6,988
80
$2.45M 0.33%
+34,548
81
$2.38M 0.32%
+28,893
82
$2.3M 0.31%
+11,551
83
$2.3M 0.31%
+241,126
84
$2.27M 0.31%
+11,247
85
$2.24M 0.31%
+18,843
86
$2.23M 0.3%
+13,068
87
$2.14M 0.29%
+52,542
88
$2.12M 0.29%
+9,613
89
$2.08M 0.28%
+17,065
90
$1.92M 0.26%
+9,255
91
$1.9M 0.26%
+25,602
92
$1.89M 0.26%
+27,172
93
$1.88M 0.26%
+7,011
94
$1.88M 0.26%
+21,123
95
$1.8M 0.25%
+56,799
96
$1.77M 0.24%
+907
97
$1.72M 0.23%
+3,382
98
$1.71M 0.23%
+51,956
99
$1.71M 0.23%
+14,020
100
$1.71M 0.23%
+8,153
2 3
4
5 6