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
$798M
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$60.8M
2
+$49.4M
3
+$15.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.88M
5
XOM icon
Exxon Mobil
XOM
+$3.88M

Top Sells

1
+$58.8M
2
+$47.4M
3
+$570K
4
DHR icon
Danaher
DHR
+$430K
5
ABBV icon
AbbVie
ABBV
+$398K

Sector Composition

1 Technology 0.96%
2 Energy 0.65%
3 Healthcare 0.41%
4 Utilities 0.23%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,152
77
– –
-597
78
– –
-3,752
79
– –
-1,442
80
– –
-7,908
1 2 3
4