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
$822M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$28.7M
2 +$592K
3 +$497K
4
MCD icon
McDonald's
MCD
+$269K
5
PPG icon
PPG Industries
PPG
+$259K

Sector Composition

1 Technology 1.09%
2 Healthcare 0.54%
3 Utilities 0.29%
4 Financials 0.22%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$303K 0.04%
2,035
-245
52
$301K 0.04%
5,821
+2
53
$295K 0.04%
3,731
54
$293K 0.04%
3,545
55
$290K 0.04%
961
56
$273K 0.03%
1,632
57
$267K 0.03%
9,780
-3,400
58
$266K 0.03%
1,069
59
$260K 0.03%
10,682
60
$259K 0.03%
1,891
-45
61
$257K 0.03%
1,157
62
$254K 0.03%
2,708
+100
63
$250K 0.03%
1,800
64
$245K 0.03%
726
65
$242K 0.03%
6,672
66
$240K 0.03%
3,316
+9
67
$238K 0.03%
750
68
$237K 0.03%
1,460
+18
69
$235K 0.03%
2,862
-81
70
$227K 0.03%
+3,270
71
$225K 0.03%
381
72
$224K 0.03%
2,434
73
$223K 0.03%
+937
74
$218K 0.03%
760
75
$217K 0.03%
1,418
+100