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
$686M
AUM Growth
+$74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$5.81M
3
+$4.19M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.61M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.14M

Top Sells

1
+$3.25M
2
+$221K
3
+$212K
4
NEE icon
NextEra Energy
NEE
+$92.6K
5
LMT icon
Lockheed Martin
LMT
+$66.7K

Sector Composition

1 Technology 1.09%
2 Healthcare 0.4%
3 Utilities 0.3%
4 Consumer Discretionary 0.25%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 0.04%
3,429
+3
52
$240K 0.04%
961
53
$239K 0.03%
3,061
+60
54
$230K 0.03%
+2,434
55
$229K 0.03%
3,545
56
$227K 0.03%
+1,115
57
$226K 0.03%
2,673
-278
58
$223K 0.03%
2,698
59
$219K 0.03%
+1,159
60
$218K 0.03%
+3,990
61
$217K 0.03%
+1,453
62
$214K 0.03%
5,812
-259
63
$213K 0.03%
990
-56
64
$205K 0.03%
+3,343
65
$197K 0.03%
11,638
66
– –
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