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
$798M
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$61.3M
2 +$50.4M
3 +$15.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.05M
5
XOM icon
Exxon Mobil
XOM
+$3.85M

Top Sells

1 +$59.4M
2 +$48.1M
3 +$578K
4
DHR icon
Danaher
DHR
+$430K
5
ABBV icon
AbbVie
ABBV
+$398K

Sector Composition

1 Technology 0.96%
2 Energy 0.65%
3 Healthcare 0.41%
4 Utilities 0.23%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$285K 0.04%
961
52
$277K 0.03%
2,125
-77
53
$275K 0.03%
1,366
-23
54
$270K 0.03%
2,511
55
$262K 0.03%
1,753
-427
56
$261K 0.03%
760
-10
57
$258K 0.03%
6,321
-177
58
$254K 0.03%
2,608
-105
59
$239K 0.03%
2,715
+26
60
$237K 0.03%
4,389
-1,291
61
$236K 0.03%
+8,510
62
$235K 0.03%
1,195
-3
63
$233K 0.03%
1,505
-522
64
$227K 0.03%
+2,317
65
$226K 0.03%
1,520
+169
66
$226K 0.03%
3,242
-48
67
$218K 0.03%
+2,349
68
$218K 0.03%
378
-5
69
$215K 0.03%
952
-35
70
$207K 0.03%
726
-27
71
$200K 0.03%
+1,500
72
$181K 0.02%
11,700
73
$116K 0.01%
45,704
74
-2,462
75
-1,828