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CDWM
Campbell Deegan Wealth Management Portfolio holdings
AUM
$124M
1-Year Est. Return
12.26%
This Fund
S&P 500
1 Year Est. Return
+12.26%
AUM
$124M
AUM Growth
+$580K
(+0.47%)
Holding
52
Top Buys
| 1 | +$2.99M | |
| 2 | +$737K | |
| 3 | +$303K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$255K |
| 5 |
Colgate-Palmolive
CL
|
+$248K |
Top Sells
| 1 | +$524K | |
| 2 | +$302K | |
| 3 | +$255K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$214K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$204K |
Sector Composition
| 1 | Technology | 4.63% |
| 2 | Consumer Staples | 2.3% |
| 3 | Financials | 1.78% |
| 4 | Healthcare | 1.66% |
| 5 | Materials | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$320B
| – | – |
-879
|
|
||
|
52
Meta Platforms (Facebook)
META
$1.48T
| – | – |
-324
|
|