We are live on ! Find out more
CWM

Campbell Wealth Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 14.16%
This Fund
S&P 500
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 Buys

1
+$4.48M
2
+$3.21M
3
+$2.52M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.1M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$975K

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
– –
-2,649
52
– –
-7,687
53
– –
-2,037
54
– –
-2,098
55
– –
-4,994
56
– –
-32,260
57
– –
-50,847
58
– –
-39,862
59
– –
-1,577
60
– –
-9,388
61
– –
-15,606
62
– –
-5,237
63
– –
-58,286
64
– –
-1,573
65
– –
-337
66
– –
-1,195
67
– –
-2,462
68
– –
-2,237
69
– –
-3,170
70
– –
-2,608
71
– –
-1,580
72
– –
-766
73
– –
-2,544
74
– –
-106,544
75
– –
-4,167,302
1 2
3
4