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
$843M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$57.2M
2 +$774K
3 +$725K
4
BMY icon
Bristol-Myers Squibb
BMY
+$707K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$703K

Sector Composition

1 Technology 0.83%
2 Energy 0.57%
3 Healthcare 0.37%
4 Consumer Discretionary 0.15%
5 Utilities 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$920K 0.11%
11,940
+3,138
27
$580K 0.07%
+3,741
28
$506K 0.06%
8,338
-796
29
$502K 0.06%
+4,565
30
$484K 0.06%
10,188
-157
31
$474K 0.06%
1,997
-495
32
$455K 0.05%
3,051
-8
33
$451K 0.05%
2,644
+72
34
$444K 0.05%
1,711
+75
35
$441K 0.05%
9,388
-1,868
36
$420K 0.05%
1,384
+217
37
$400K 0.05%
1,155
-500
38
$394K 0.05%
6,073
-1,948
39
$393K 0.05%
1,103
-889
40
$374K 0.04%
1,943
+76
41
$365K 0.04%
7,370
-6,710
42
$357K 0.04%
6,384
43
$328K 0.04%
1,930
-456
44
$324K 0.04%
6,313
-13,770
45
$322K 0.04%
1,895
-41
46
$320K 0.04%
2,745
+11
47
$316K 0.04%
2,080
-3,781
48
$298K 0.04%
1,004
+203
49
$291K 0.03%
1,988
+231
50
$285K 0.03%
881