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
$875M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Sells

1 +$528K
2 +$503K
3 +$247K
4
VLO icon
Valero Energy
VLO
+$242K
5
COP icon
ConocoPhillips
COP
+$204K

Sector Composition

1 Technology 1.13%
2 Healthcare 0.51%
3 Utilities 0.27%
4 Consumer Discretionary 0.25%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$210K 0.02%
+760
77
$209K 0.02%
+600
78
$203K 0.02%
2,434
79
$202K 0.02%
10,865
-1,710
80
-919
81
-3,012
82
-5,495
83
-3,423
84
-4,582
85
0
86
-1,413