CWMU

Caliber Wealth Management (Utah) Portfolio holdings

AUM $188M
1-Year Est. Return 29.34%
This Quarter Est. Return
1 Year Est. Return
+29.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$2.65M
3
+$1.69M
4
TSLA icon
Tesla
TSLA
+$1M
5
ABNB icon
Airbnb
ABNB
+$978K

Top Sells

1
+$3.41M
2
+$1.25M
3
+$1.17M
4
CSCO icon
Cisco
CSCO
+$965K
5
UNH icon
UnitedHealth
UNH
+$891K

Sector Composition

1 Consumer Discretionary 32.67%
2 Technology 15.47%
3 Communication Services 4.19%
4 Industrials 3.75%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 1.25%
7,766
+375
27
$1.71M 1.24%
9,429
+3,127
28
$1.71M 1.24%
25,879
+4,457
29
$1.69M 1.23%
+6,631
30
$1.64M 1.19%
19,837
-413
31
$1.63M 1.18%
4,614
+645
32
$1.61M 1.17%
8,075
+828
33
$1.58M 1.15%
34,851
+5,442
34
$1.56M 1.14%
6,900
+1,004
35
$1.55M 1.13%
7,324
+695
36
$1.53M 1.11%
18,407
+3,824
37
$1.51M 1.1%
6,601
+1,044
38
$1.49M 1.08%
5,579
-1,420
39
$1.38M 1%
34,299
+5,006
40
$1.33M 0.97%
5,206
+59
41
$1.32M 0.96%
23,170
-1,928
42
$1.28M 0.93%
23,446
+6,885
43
$1.25M 0.9%
4,064
+330
44
$1.16M 0.84%
4,432
+3,190
45
$1.08M 0.78%
20,433
+593
46
$1.07M 0.78%
4,391
+474
47
$978K 0.71%
+5,206
48
$954K 0.69%
+40,945
49
$940K 0.68%
10,599
+330
50
$937K 0.68%
5,460
+4,453
1
2
3 4