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
$692M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$103M
2 +$62.1M
3 +$46.1M
4
BND icon
Vanguard Total Bond Market
BND
+$19.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$11.3M

Sector Composition

1 Technology 0.93%
2 Healthcare 0.57%
3 Utilities 0.29%
4 Consumer Discretionary 0.2%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$990K 0.14%
2,771
+13
27
$813K 0.12%
8,435
-478,484
28
$798K 0.12%
11,554
-1,102
29
$697K 0.1%
8,893
+1,044
30
$694K 0.1%
7,952
+1,579
31
$611K 0.09%
+564
32
$567K 0.08%
5,020
+1,060
33
$520K 0.08%
1,947
+583
34
$517K 0.07%
+3,689
35
$516K 0.07%
7,542
+3,811
36
$509K 0.07%
4,283
+2,602
37
$454K 0.07%
2,530
-178
38
$416K 0.06%
1,816
-22
39
$415K 0.06%
+2,891
40
$407K 0.06%
2,630
+94
41
$406K 0.06%
+45,704
42
$368K 0.05%
2,111
+37
43
$360K 0.05%
2,686
44
$350K 0.05%
4,907
-274,353
45
$332K 0.05%
859
-178
46
$309K 0.04%
2,172
+15
47
$308K 0.04%
2,591
48
$296K 0.04%
3,453
+239
49
$287K 0.04%
3,605
+706
50
$286K 0.04%
1,037
+106