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
$718M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$37.1M
2
+$24.2M
3
+$2.75M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M

Top Sells

1
+$60.7M
2
+$13.9M
3
+$1.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$588K

Sector Composition

1 Technology 0.91%
2 Healthcare 0.62%
3 Utilities 0.28%
4 Financials 0.22%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,907
77
– –
-4,167
78
– –
-3,605
79
– –
-2,180
1 2 3
4