CWMU
Caliber Wealth Management (Utah) Portfolio holdings
AUM
$188M
1-Year Return
29.34%
This Quarter Return
-2.99%
1 Year Return
+29.34%
3 Year Return
+36.47%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
-$1.85M
(-1.4%)
Cap. Flow
+$3.03M
Cap. Flow
% of AUM
2.39%
Top 10 Holdings %
Top 10 Hldgs %
37.11%
Holding
66
New
2
Increased
43
Reduced
14
Closed
1
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$891K |
| 2 |
Glacier Bancorp
GBCI
|
$750K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$247K |
| 4 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$235K |
| 5 |
Guardant Health
GH
|
$217K |
Top Sells
| 1 |
Sunrun
RUN
|
$522K |
| 2 |
Waste Management
WM
|
$290K |
| 3 |
Realty Income
O
|
$245K |
| 4 |
Tesla
TSLA
|
$182K |
| 5 |
BILL Holdings
BILL
|
$118K |
Sector Composition
| 1 | Technology | 15.93% |
| 2 | Consumer Discretionary | 13.15% |
| 3 | Financials | 6.56% |
| 4 | Industrials | 5.99% |
| 5 | Healthcare | 5.77% |
