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 | |
|---|---|---|---|---|---|---|---|
| $1.7M | 0.23% | 19,356 | New | +$1.7M | |||
| $1.7M | 0.23% | 23,406 | New | +$1.7M | |||
| $1.69M | 0.23% | 13,855 | New | +$1.69M | |||
| $1.69M | 0.23% | 7,437 | New | +$1.69M | |||
| $1.68M | 0.23% | 15,500 | New | +$1.68M | |||
| $1.65M | 0.22% | 15,448 | New | +$1.65M | |||
| $1.59M | 0.22% | 9,972 | New | +$1.59M | |||
| $1.53M | 0.21% | 4,528 | New | +$1.53M | |||
| $1.43M | 0.2% | 20,960 | New | +$1.43M | |||
| $1.39M | 0.19% | 50,490 | New | +$1.39M | |||
| $1.36M | 0.19% | 20,656 | New | +$1.36M | |||
| $1.36M | 0.19% | 14,999 | New | +$1.36M | |||
| $1.35M | 0.18% | 7,089 | New | +$1.35M | |||
| $1.34M | 0.18% | 16,479 | New | +$1.34M | |||
| $1.33M | 0.18% | 26,503 | New | +$1.33M | |||
| $1.32M | 0.18% | 12,169 | New | +$1.32M | |||
| $1.31M | 0.18% | 26,747 | New | +$1.31M | |||
| $1.3M | 0.18% | 16,542 | New | +$1.3M | |||
| $1.26M | 0.17% | 7,130 | New | +$1.26M | |||
| $1.19M | 0.16% | 11,597 | New | +$1.19M | |||
| $1.16M | 0.16% | 82,862 | New | +$1.16M | |||
| $1.12M | 0.15% | 16,930 | New | +$1.12M | |||
| $1.11M | 0.15% | 14,591 | New | +$1.11M | |||
| $1.09M | 0.15% | 6,365 | New | +$1.09M | |||
| $1.06M | 0.14% | 10,580 | New | +$1.06M |
