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
$747M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$2.12M
3 +$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$811K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$719K

Top Sells

1 +$12.1M
2 +$220K
3 +$201K
4
XOM icon
Exxon Mobil
XOM
+$152K
5
MSFT icon
Microsoft
MSFT
+$148K

Sector Composition

1 Technology 1.12%
2 Healthcare 0.5%
3 Utilities 0.27%
4 Consumer Discretionary 0.26%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$273K 0.04%
1,394
+21
52
$267K 0.04%
+3,731
53
$266K 0.04%
2,467
-5
54
$258K 0.03%
1,712
+33
55
$257K 0.03%
12,575
+39
56
$256K 0.03%
10,682
57
$255K 0.03%
750
58
$252K 0.03%
961
59
$252K 0.03%
+1,132
60
$251K 0.03%
2,653
-55
61
$250K 0.03%
3,440
+4
62
$250K 0.03%
5,818
+2
63
$247K 0.03%
+4,582
64
$242K 0.03%
+3,423
65
$241K 0.03%
999
+3
66
$234K 0.03%
384
67
$232K 0.03%
726
68
$221K 0.03%
1,442
69
$219K 0.03%
2,915
-6
70
$218K 0.03%
381
-25
71
$213K 0.03%
3,443
+9
72
$208K 0.03%
2,434
73
$204K 0.03%
+3,012
74
$203K 0.03%
+1,520
75
$202K 0.03%
+919