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
$739M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$69.5M
2 +$10.5M
3 +$8.85M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$5.72M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.4M

Sector Composition

1 Technology 1.17%
2 Healthcare 0.49%
3 Utilities 0.26%
4 Consumer Discretionary 0.25%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,453
77
-20,246