CWM

Campbell Wealth Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.54M
3
+$3.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.44M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.97M

Top Sells

1
+$75.5K
2
+$40.5K
3
+$38.2K
4
LHX icon
L3Harris
LHX
+$34K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$22.8K

Sector Composition

1 Technology 1.3%
2 Healthcare 0.72%
3 Utilities 0.43%
4 Consumer Discretionary 0.4%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
+242
252
$13K ﹤0.01%
+67
253
$13K ﹤0.01%
+518
254
$13K ﹤0.01%
+120
255
$13K ﹤0.01%
+62
256
$12K ﹤0.01%
+429
257
$12K ﹤0.01%
+83
258
$12K ﹤0.01%
+1,121
259
$12K ﹤0.01%
+60
260
$12K ﹤0.01%
+202
261
$12K ﹤0.01%
+109
262
$12K ﹤0.01%
+1,000
263
$11K ﹤0.01%
+209
264
$11K ﹤0.01%
+175
265
$11K ﹤0.01%
+207
266
$11K ﹤0.01%
+179
267
$11K ﹤0.01%
+219
268
$11K ﹤0.01%
+951
269
$11K ﹤0.01%
+249
270
$11K ﹤0.01%
+728
271
$10K ﹤0.01%
+460
272
$10K ﹤0.01%
+600
273
$10K ﹤0.01%
+115
274
$10K ﹤0.01%
+297
275
$10K ﹤0.01%
+214
9 10
11
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