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
$142M
AUM Growth
+$695K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.26M
2 +$784K
3 +$781K
4
NOW icon
ServiceNow
NOW
+$477K
5
JPM icon
JPMorgan Chase
JPM
+$433K

Top Sells

1 +$705K
2 +$539K
3 +$532K
4
TSLA icon
Tesla
TSLA
+$310K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$300K

Sector Composition

1 Technology 22.83%
2 Consumer Discretionary 22.79%
3 Financials 5.34%
4 Communication Services 4.48%
5 Industrials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,652