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
276
$10K ﹤0.01%
+178
277
$9K ﹤0.01%
+363
278
$9K ﹤0.01%
+221
279
$9K ﹤0.01%
+298
280
$9K ﹤0.01%
+800
281
$9K ﹤0.01%
+260
282
$9K ﹤0.01%
+98
283
$8K ﹤0.01%
+130
284
$8K ﹤0.01%
+500
285
$8K ﹤0.01%
+149
286
$8K ﹤0.01%
+114
287
$8K ﹤0.01%
+46
288
$8K ﹤0.01%
+121
289
$8K ﹤0.01%
+89
290
$7K ﹤0.01%
+108
291
$7K ﹤0.01%
+62
292
$7K ﹤0.01%
+120
293
$7K ﹤0.01%
+108
294
$7K ﹤0.01%
+75
295
$7K ﹤0.01%
+90
296
$6K ﹤0.01%
+46
297
$6K ﹤0.01%
+40
298
$6K ﹤0.01%
+169
299
$6K ﹤0.01%
+62
300
$5K ﹤0.01%
+510
10 11
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