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
$843M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$57.2M
2 +$774K
3 +$725K
4
BMY icon
Bristol-Myers Squibb
BMY
+$707K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$703K

Sector Composition

1 Technology 0.83%
2 Energy 0.57%
3 Healthcare 0.37%
4 Consumer Discretionary 0.15%
5 Utilities 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$278K 0.03%
1,698
-3,285
52
$267K 0.03%
589
+82
53
$258K 0.03%
1,445
-122
54
$244K 0.03%
2,598
-55
55
$243K 0.03%
2,775
-358
56
$240K 0.03%
1,127
-85
57
$238K 0.03%
+1,503
58
$228K 0.03%
4,793
59
$221K 0.03%
+2,300
60
$209K 0.02%
990
-295
61
$206K 0.02%
1,893
-1,157
62
$167K 0.02%
45,704
63
-901
64
-815
65
-3,462
66
-1,364
67
-1,460
68
-3,690
69
-2,787
70
-497
71
-2,956
72
-6,630
73
-11,700
74
-2,512
75
-3,260