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
101
$1.7M 0.23%
+19,356
102
$1.7M 0.23%
+23,406
103
$1.69M 0.23%
+13,855
104
$1.69M 0.23%
+7,437
105
$1.68M 0.23%
+15,500
106
$1.65M 0.22%
+15,448
107
$1.59M 0.22%
+9,972
108
$1.53M 0.21%
+4,528
109
$1.43M 0.2%
+20,960
110
$1.39M 0.19%
+50,490
111
$1.36M 0.19%
+20,656
112
$1.36M 0.19%
+14,999
113
$1.35M 0.18%
+7,089
114
$1.34M 0.18%
+16,479
115
$1.33M 0.18%
+26,503
116
$1.32M 0.18%
+12,169
117
$1.31M 0.18%
+26,747
118
$1.3M 0.18%
+16,542
119
$1.26M 0.17%
+7,130
120
$1.19M 0.16%
+11,597
121
$1.16M 0.16%
+82,862
122
$1.12M 0.15%
+16,930
123
$1.11M 0.15%
+14,591
124
$1.09M 0.15%
+6,365
125
$1.06M 0.14%
+10,580
3 4
5
6 7