CWMU
Caliber Wealth Management (Utah) Portfolio holdings
AUM
$188M
1-Year Est. Return
29.34%
This Fund
S&P 500
1 Year Est. Return
+29.34%
AUM
$170M
AUM Growth
+$21.5M
(+14%)
Holding
57
Top Buys
| 1 | +$1.16M | |
| 2 | +$201K | |
| 3 | +$123K | |
| 4 |
Texas Instruments
TXN
|
+$116K |
| 5 |
Oracle
ORCL
|
+$111K |
Top Sells
| 1 | +$934K | |
| 2 | +$294K | |
| 3 | +$202K | |
| 4 |
Danaher
DHR
|
+$116K |
| 5 |
Vanguard Information Technology ETF
VGT
|
+$65.1K |
Sector Composition
| 1 | Technology | 23.39% |
| 2 | Consumer Discretionary | 10% |
| 3 | Industrials | 6.62% |
| 4 | Consumer Staples | 5.33% |
| 5 | Healthcare | 5.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
SoFi Technologies
SOFI
$20.2B
| $436K | 0.26% |
43,851
|
|
||
52
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.9B
| $316K | 0.19% |
837
+4
|
|
||
53
Vanguard S&P 500 ETF
VOO
$833B
| $276K | 0.16% |
632
+17
|
|
||
54
Domo
DOMO
$122M
| $147K | 0.09% |
14,276
|
|
||
55
Purple Innovation
PRPL
$71M
| $25.8K | 0.02% |
25,000
|
|
||
56
JetBlue
JBLU
$1.67B
| – | – |
-203,066
|
|
||
57
Datadog
DDOG
$42.6B
| – | – |
-2,219
|
|