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

Top Sells

1 +$103M
2 +$62.1M
3 +$46.1M
4
BND icon
Vanguard Total Bond Market
BND
+$19.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$11.3M

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
-391
77
-1,015