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
$822M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$28.7M
2 +$592K
3 +$497K
4
MCD icon
McDonald's
MCD
+$269K
5
PPG icon
PPG Industries
PPG
+$259K

Sector Composition

1 Technology 1.09%
2 Healthcare 0.54%
3 Utilities 0.29%
4 Financials 0.22%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.02%
+1,137
77
-1,564
78
-355
79
-1,002
80
-1,500
81
-600
82
-10,865
83
-384