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
76
– –
-1,478
77
– –
-2,542
78
– –
-19,826
1 2 3
4