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
301
$5K ﹤0.01%
+30
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$5K ﹤0.01%
+500
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+125
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+202
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+175
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+5
307
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+55
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$4K ﹤0.01%
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311
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+519
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+125
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+78
315
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+24
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$4K ﹤0.01%
+47
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$3K ﹤0.01%
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+5
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+36
321
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$3K ﹤0.01%
+500
323
$3K ﹤0.01%
+130
324
$3K ﹤0.01%
+40
325
$3K ﹤0.01%
+84