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
$141M
AUM Growth
+$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.26M
3
+$2M
4
NOW icon
ServiceNow
NOW
+$1.44M
5
JPM icon
JPMorgan Chase
JPM
+$1.3M

Top Sells

1
+$15.7M
2
+$3.32M
3
+$2.64M
4
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$1.71M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.43M

Sector Composition

1 Consumer Discretionary 28.98%
2 Technology 17.57%
3 Financials 4.96%
4 Communication Services 4.81%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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79
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80
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81
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82
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-5,810
83
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-3,842
84
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-8,340
85
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-1,122
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4