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
$798M
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$61.3M
2 +$50.4M
3 +$15.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.05M
5
XOM icon
Exxon Mobil
XOM
+$3.85M

Top Sells

1 +$59.4M
2 +$48.1M
3 +$578K
4
DHR icon
Danaher
DHR
+$430K
5
ABBV icon
AbbVie
ABBV
+$398K

Sector Composition

1 Technology 0.96%
2 Energy 0.65%
3 Healthcare 0.41%
4 Utilities 0.23%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.49M 0.19%
21,480
-123
27
$1.23M 0.15%
58,544
-2,180
28
$1.13M 0.14%
2,758
29
$1.07M 0.13%
4,361
+1,064
30
$761K 0.1%
497
-1
31
$681K 0.09%
8,839
-84
32
$628K 0.08%
11,228
-84
33
$627K 0.08%
2,031
+206
34
$613K 0.08%
3,689
-2
35
$608K 0.08%
8,021
36
$568K 0.07%
5,726
-5,829
37
$552K 0.07%
4,210
-77
38
$484K 0.06%
2,602
-36
39
$463K 0.06%
2,838
-9
40
$444K 0.06%
4,300
-158
41
$407K 0.05%
1,996
42
$402K 0.05%
8,529
+529
43
$364K 0.05%
1,782
-329
44
$360K 0.05%
1,219
-25
45
$342K 0.04%
942
-10
46
$331K 0.04%
3,459
+3
47
$314K 0.04%
2,078
-485
48
$307K 0.04%
6,384
49
$305K 0.04%
2,866
-11
50
$291K 0.04%
1,599
-66