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 Buys

1
+$4.49M
2
+$3.23M
3
+$2.68M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.09M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$976K

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
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