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
$692M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$59.2M
3
+$50M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$19M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$18.9M

Top Sells

1
+$106M
2
+$64.7M
3
+$48.4M
4
BND icon
Vanguard Total Bond Market
BND
+$20.5M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$12.6M

Sector Composition

1 Technology 0.93%
2 Healthcare 0.57%
3 Utilities 0.29%
4 Consumer Discretionary 0.2%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,112
77
– –
-1,015
1 2 3
4