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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
$458M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$23.9M
3
+$6.69M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.72M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.11M

Top Sells

1
+$20.4M
2
+$6.33M
3
+$4.05M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$597K

Sector Composition

1 Technology 0.94%
2 Healthcare 0.48%
3 Utilities 0.4%
4 Industrials 0.27%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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64
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65
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66
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67
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68
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