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
$778M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.21%
2 Energy 0.66%
3 Healthcare 0.42%
4 Consumer Discretionary 0.26%
5 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$313K 0.04%
3,459
52
$300K 0.04%
881
-80
53
$283K 0.04%
2,512
+1
54
$280K 0.04%
1,366
55
$271K 0.03%
1,598
-155
56
$255K 0.03%
2,608
57
$245K 0.03%
1,616
+96
58
$234K 0.03%
+435
59
$234K 0.03%
1,195
60
$233K 0.03%
+507
61
$232K 0.03%
6,323
+2
62
$230K 0.03%
2,751
+36
63
$228K 0.03%
3,251
+9
64
$226K 0.03%
952
65
$224K 0.03%
726
66
$224K 0.03%
4,793
-3,736
67
$223K 0.03%
+746
68
$222K 0.03%
1,500
69
$221K 0.03%
3,923
-466
70
$219K 0.03%
+1,172
71
$213K 0.03%
+1,287
72
$211K 0.03%
+1,760
73
$200K 0.03%
+2,637
74
$200K 0.03%
+1,372
75
$175K 0.02%
11,700