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
$822M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$28.7M
2 +$592K
3 +$497K
4
MCD icon
McDonald's
MCD
+$269K
5
PPG icon
PPG Industries
PPG
+$259K

Sector Composition

1 Technology 1.09%
2 Healthcare 0.54%
3 Utilities 0.29%
4 Financials 0.22%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$648K 0.08%
3,689
27
$639K 0.08%
7,668
-257
28
$635K 0.08%
1,800
+5
29
$630K 0.08%
+63,209
30
$525K 0.06%
1,189
+14
31
$509K 0.06%
2,236
32
$488K 0.06%
2,074
+300
33
$472K 0.06%
1,816
+6
34
$465K 0.06%
2,536
35
$464K 0.06%
2,852
+98
36
$424K 0.05%
2,614
37
$406K 0.05%
2,553
-489
38
$394K 0.05%
2,128
-354
39
$380K 0.05%
1,063
+1
40
$379K 0.05%
1,387
41
$366K 0.04%
2,814
-174
42
$364K 0.04%
3,605
43
$342K 0.04%
5,616
-1,007
44
$339K 0.04%
6,384
45
$333K 0.04%
2,675
+23
46
$327K 0.04%
1,093
+2
47
$326K 0.04%
3,446
+3
48
$324K 0.04%
3,575
-614
49
$315K 0.04%
2,309
+1
50
$305K 0.04%
1,098
-40