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
$821M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$61.9M
2 +$18.3M
3 +$300K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$286K
5
NVDA icon
NVIDIA
NVDA
+$238K

Sector Composition

1 Technology 1.08%
2 Energy 0.68%
3 Healthcare 0.38%
4 Consumer Discretionary 0.27%
5 Utilities 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$306K 0.04%
1,867
-21
52
$296K 0.04%
3,462
+3
53
$290K 0.04%
1,426
+60
54
$286K 0.03%
+2,734
55
$277K 0.03%
901
+175
56
$277K 0.03%
881
57
$265K 0.03%
2,512
58
$258K 0.03%
1,122
+170
59
$256K 0.03%
1,757
+141
60
$252K 0.03%
1,567
-31
61
$246K 0.03%
2,653
+45
62
$241K 0.03%
1,364
+192
63
$238K 0.03%
3,133
+496
64
$229K 0.03%
+1,212
65
$227K 0.03%
1,460
+173
66
$224K 0.03%
1,285
+90
67
$222K 0.03%
4,793
68
$220K 0.03%
6,630
+307
69
$219K 0.03%
+815
70
$218K 0.03%
2,787
+36
71
$211K 0.03%
801
+55
72
$211K 0.03%
3,260
+9
73
$207K 0.03%
507
74
$168K 0.02%
11,700
75
$109K 0.01%
45,704