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
$739M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$69.5M
2 +$10.5M
3 +$8.85M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.72M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.4M

Sector Composition

1 Technology 1.17%
2 Healthcare 0.49%
3 Utilities 0.26%
4 Consumer Discretionary 0.25%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$556K 0.08%
5,495
27
$526K 0.07%
3,856
-34
28
$511K 0.07%
2,657
29
$499K 0.07%
1,795
+950
30
$454K 0.06%
3,238
-12
31
$445K 0.06%
1,175
+138
32
$434K 0.06%
2,613
+9
33
$402K 0.05%
+1,691
34
$373K 0.05%
2,090
+122
35
$372K 0.05%
2,519
+103
36
$359K 0.05%
1,126
+3
37
$358K 0.05%
3,383
+222
38
$356K 0.05%
3,605
-151
39
$346K 0.05%
947
+75
40
$338K 0.05%
1,459
+95
41
$328K 0.04%
+2,106
42
$321K 0.04%
6,384
43
$319K 0.04%
5,298
+360
44
$302K 0.04%
1,373
45
$298K 0.04%
1,098
46
$296K 0.04%
+1,686
47
$294K 0.04%
1,362
48
$292K 0.04%
1,691
+267
49
$284K 0.04%
2,712
+20
50
$278K 0.04%
+2,472