CWM
Campbell Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
+15.49%
1 Year Return
+14.16%
3 Year Return
+11.2%
5 Year Return
+52.1%
10 Year Return
–
AUM
$574M
AUM Growth
+$574M
(+25%)
Cap. Flow
+$49.6M
Cap. Flow
% of AUM
8.64%
Top 10 Holdings %
Top 10 Hldgs %
87.3%
Holding
379
New
330
Increased
24
Reduced
19
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$10.3M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$5.54M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.91M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.44M |
| 5 |
iShares Russell 3000 ETF
IWV
|
$2.97M |
Top Sells
| 1 |
Lockheed Martin
LMT
|
$75.5K |
| 2 |
Exxon Mobil
XOM
|
$40.5K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$38.2K |
| 4 |
L3Harris
LHX
|
$34K |
| 5 |
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% |
