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
$747M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$2.12M
3 +$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$811K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$719K

Top Sells

1 +$12.1M
2 +$220K
3 +$201K
4
XOM icon
Exxon Mobil
XOM
+$152K
5
MSFT icon
Microsoft
MSFT
+$148K

Sector Composition

1 Technology 1.12%
2 Healthcare 0.5%
3 Utilities 0.27%
4 Consumer Discretionary 0.26%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$571K 0.08%
3,856
27
$528K 0.07%
5,495
28
$511K 0.07%
2,657
29
$497K 0.07%
+2,236
30
$490K 0.07%
1,795
31
$456K 0.06%
1,691
32
$425K 0.06%
3,197
-41
33
$405K 0.05%
1,175
34
$388K 0.05%
2,647
+34
35
$376K 0.05%
1,146
+20
36
$376K 0.05%
2,519
37
$375K 0.05%
2,090
38
$359K 0.05%
3,408
+25
39
$355K 0.05%
3,605
40
$350K 0.05%
2,139
+33
41
$343K 0.05%
1,459
42
$333K 0.04%
5,298
43
$329K 0.04%
947
44
$322K 0.04%
6,384
45
$316K 0.04%
3,116
+404
46
$309K 0.04%
3,545
47
$307K 0.04%
1,119
+21
48
$300K 0.04%
1,362
49
$288K 0.04%
1,703
+17
50
$281K 0.04%
1,691