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
$875M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Sells

1 +$528K
2 +$503K
3 +$247K
4
VLO icon
Valero Energy
VLO
+$242K
5
COP icon
ConocoPhillips
COP
+$204K

Sector Composition

1 Technology 1.13%
2 Healthcare 0.51%
3 Utilities 0.27%
4 Consumer Discretionary 0.25%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$707K 0.08%
7,925
+1,019
27
$609K 0.07%
3,689
-167
28
$540K 0.06%
2,236
29
$537K 0.06%
1,795
30
$529K 0.06%
3,042
+523
31
$528K 0.06%
1,810
+119
32
$507K 0.06%
2,482
+392
33
$478K 0.05%
2,536
-121
34
$463K 0.05%
1,774
+315
35
$453K 0.05%
1,091
-55
36
$437K 0.05%
4,189
+781
37
$436K 0.05%
6,623
+1,325
38
$418K 0.05%
1,175
39
$399K 0.05%
2,988
-209
40
$394K 0.05%
2,652
+5
41
$388K 0.04%
+13,180
42
$386K 0.04%
3,605
43
$382K 0.04%
1,062
+115
44
$369K 0.04%
2,280
+589
45
$366K 0.04%
2,308
+169
46
$356K 0.04%
6,384
47
$354K 0.04%
2,614
+147
48
$349K 0.04%
1,387
-7
49
$348K 0.04%
1,138
+19
50
$344K 0.04%
5,819
+1