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
State Street Financial Select Sector SPDR ETF
XLF
+$1.4M

Top Sells

1
+$57.2M
2
+$33.6M
3
+$15.5M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$8.16M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$5.56M

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
– –
-3,731
77
– –
-1,453
1 2 3
4