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
$714M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$69.4M
2 +$11.2M
3 +$1.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.19M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$886K

Top Sells

1 +$24.2M
2 +$22.7M
3 +$20.9M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.38M

Sector Composition

1 Technology 0.65%
2 Healthcare 0.3%
3 Utilities 0.27%
4 Financials 0.16%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$511K 0.07%
2,708
+472
27
$446K 0.06%
1,037
-152
28
$421K 0.06%
3,960
-680
29
$413K 0.06%
1,838
+22
30
$411K 0.06%
2,686
+72
31
$390K 0.05%
2,536
32
$377K 0.05%
2,074
33
$372K 0.05%
1,364
-436
34
$329K 0.05%
2,591
+38
35
$306K 0.04%
3,214
-232
36
$303K 0.04%
3,731
37
$297K 0.04%
942
-121
38
$297K 0.04%
2,157
+29
39
$288K 0.04%
5,484
-337
40
$283K 0.04%
5,616
41
$283K 0.04%
6,384
42
$276K 0.04%
2,035
43
$272K 0.04%
1,632
44
$271K 0.04%
961
45
$270K 0.04%
1,119
+50
46
$266K 0.04%
2,698
-10
47
$255K 0.04%
931
-162
48
$252K 0.04%
2,234
-75
49
$246K 0.03%
2,260
+460
50
$243K 0.03%
2,899
-706