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
$310M
AUM Growth
-$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Sells

1 +$303M
2 +$120M
3 +$92.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$63.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$34.8M

Sector Composition

1 Technology 2.41%
2 Energy 1.65%
3 Consumer Discretionary 0.69%
4 Healthcare 0.67%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$403K 0.13%
2,857
+4
27
$389K 0.13%
2,529
28
$358K 0.12%
2,891
+1
29
$341K 0.11%
505
+91
30
$332K 0.11%
+2,070
31
$314K 0.1%
1,710
32
$294K 0.09%
937
33
$285K 0.09%
640
34
$281K 0.09%
14,681
+1,971
35
$261K 0.08%
1,996
36
$258K 0.08%
585
-1
37
$257K 0.08%
822
+4
38
$251K 0.08%
2,496
-65
39
$246K 0.08%
2,409
-454
40
$241K 0.08%
+5,832
41
$238K 0.08%
905
42
$237K 0.08%
+279
43
$224K 0.07%
871
+200
44
$221K 0.07%
4,649
+419
45
$217K 0.07%
400
46
$206K 0.07%
+1,129
47
$203K 0.07%
+5,783
48
$202K 0.07%
+2,407
49
$201K 0.06%
661
50
$184K 0.06%
45,704