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
$747M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$2.12M
3 +$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$811K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$719K

Top Sells

1 +$12.1M
2 +$220K
3 +$201K
4
XOM icon
Exxon Mobil
XOM
+$152K
5
MSFT icon
Microsoft
MSFT
+$148K

Sector Composition

1 Technology 1.12%
2 Healthcare 0.5%
3 Utilities 0.27%
4 Consumer Discretionary 0.26%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.03%
+1,413
77
0
78
-6,672
79
-1,298