CWM

Campbell Wealth Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 14.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$714M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$11.3M
3
+$1.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.31M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$964K

Top Sells

1
+$24.7M
2
+$23M
3
+$21.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.5M

Sector Composition

1 Technology 0.65%
2 Healthcare 0.3%
3 Utilities 0.27%
4 Financials 0.16%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,316
77
– –
-63,209
1 2 3
4