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
$324M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$77.5M
2
+$61.3M
3
+$38.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$27M
5
BND icon
Vanguard Total Bond Market
BND
+$17.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.87%
2 Energy 0.86%
3 Healthcare 0.8%
4 Industrials 0.32%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$448K 0.14%
+20,807
27
$387K 0.12%
+1,200
28
$386K 0.12%
+3,025
29
$359K 0.11%
+5,381
30
$337K 0.1%
+8,126
31
$334K 0.1%
+3,073
32
$324K 0.1%
+572
33
$303K 0.09%
+2,741
34
$291K 0.09%
+4,571
35
$288K 0.09%
+4,147
36
$268K 0.08%
+3,505
37
$256K 0.08%
+10,420
38
$250K 0.08%
+3,432
39
$247K 0.08%
+1,350
40
$238K 0.07%
+1,343
41
$236K 0.07%
+2,493
42
$231K 0.07%
+4,930
43
$230K 0.07%
+2,359
44
$226K 0.07%
+1,916
45
$225K 0.07%
+4,177
46
$212K 0.07%
+1,949
47
$207K 0.06%
+4,595
48
$204K 0.06%
+2,209
49
$202K 0.06%
+1,463
50
$167K 0.05%
+10,735
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