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
$875M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Sells

1 +$528K
2 +$503K
3 +$247K
4
VLO icon
Valero Energy
VLO
+$242K
5
COP icon
ConocoPhillips
COP
+$204K

Sector Composition

1 Technology 1.13%
2 Healthcare 0.51%
3 Utilities 0.27%
4 Consumer Discretionary 0.25%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$323K 0.04%
2,754
-362
52
$309K 0.04%
3,545
53
$301K 0.03%
726
54
$301K 0.03%
750
55
$300K 0.03%
1,936
+233
56
$300K 0.03%
3,731
57
$294K 0.03%
3,443
+3
58
$283K 0.03%
1,632
-80
59
$269K 0.03%
1,002
+3
60
$263K 0.03%
10,682
61
$261K 0.03%
1,800
+280
62
$259K 0.03%
961
63
$259K 0.03%
+1,500
64
$254K 0.03%
381
65
$251K 0.03%
+6,672
66
$251K 0.03%
1,157
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67
$248K 0.03%
2,608
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68
$248K 0.03%
1,442
69
$231K 0.03%
384
70
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71
$228K 0.03%
1,069
-293
72
$227K 0.03%
3,307
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73
$226K 0.03%
2,943
+28
74
$220K 0.03%
+1,564
75
$216K 0.02%
+1,318