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CWM

Campbell Wealth Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 14.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.79M
3
+$4.33M
4
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$3.49M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$2.37M

Top Sells

1
+$57.5M
2
+$20.3M
3
+$1.84M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.72M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.56M

Sector Composition

1 Technology 1.21%
2 Energy 0.66%
3 Healthcare 0.42%
4 Consumer Discretionary 0.26%
5 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$713K 0.09%
2,091
+60
27
$678K 0.09%
3,690
+1
28
$656K 0.08%
8,839
29
$652K 0.08%
497
30
$637K 0.08%
9,631
+1,610
31
$628K 0.08%
4,820
+520
32
$608K 0.08%
12,824
-32,694
33
$578K 0.07%
11,166
-62
34
$549K 0.07%
2,491
+495
35
$505K 0.06%
3,207
+369
36
$499K 0.06%
3,725
-485
37
$463K 0.06%
1,492
+273
38
$450K 0.06%
2,502
-100
39
$401K 0.05%
18,934
-958,635
40
$391K 0.05%
8,305
-605
41
$364K 0.05%
8,600
+90
42
$359K 0.05%
1,936
+337
43
$356K 0.05%
760
44
$356K 0.05%
2,987
+638
45
$342K 0.04%
2,966
+100
46
$339K 0.04%
862
-80
47
$333K 0.04%
6,384
48
$328K 0.04%
3,776
-380
49
$324K 0.04%
2,225
+100
50
$321K 0.04%
4,668
-12,776
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