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
$310M
AUM Growth
-$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Sells

1 +$303M
2 +$120M
3 +$92.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$63.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$34.8M

Sector Composition

1 Technology 2.41%
2 Energy 1.65%
3 Consumer Discretionary 0.69%
4 Healthcare 0.67%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,221,368
52
-19,921
53
-453,309
54
-2,037
55
-2,098
56
-4,994
57
-32,260
58
-50,847
59
-39,862
60
-1,577
61
-2,347
62
-15,606
63
-5,237
64
-58,286
65
-1,573
66
-337
67
-1,195
68
-2,462
69
-576
70
-3,690
71
-1,670
72
-1,927
73
-8,937
74
-497
75
-2,237