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
$821M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$61.9M
2 +$18.3M
3 +$300K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$286K
5
NVDA icon
NVIDIA
NVDA
+$238K

Sector Composition

1 Technology 1.08%
2 Energy 0.68%
3 Healthcare 0.38%
4 Consumer Discretionary 0.27%
5 Utilities 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.17M 0.14%
20,083
27
$745K 0.09%
5,861
+1,041
28
$725K 0.09%
3,690
29
$699K 0.09%
4,983
+1,258
30
$698K 0.09%
1,992
-99
31
$662K 0.08%
8,802
-1,907
32
$612K 0.07%
14,080
+5,480
33
$551K 0.07%
497
34
$529K 0.06%
2,492
+1
35
$523K 0.06%
9,134
+295
36
$516K 0.06%
3,059
-148
37
$503K 0.06%
11,256
+90
38
$500K 0.06%
1,655
+163
39
$489K 0.06%
10,345
-2,479
40
$442K 0.05%
823
+63
41
$425K 0.05%
8,021
-1,610
42
$409K 0.05%
2,572
+70
43
$389K 0.05%
18,317
-617
44
$371K 0.05%
1,636
-25
45
$346K 0.04%
2,386
+161
46
$328K 0.04%
1,936
47
$321K 0.04%
6,384
48
$314K 0.04%
3,050
+84
49
$313K 0.04%
2,956
-31
50
$310K 0.04%
1,167