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

Top Buys

1 +$61.3M
2 +$50.4M
3 +$15.5M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.05M
5
XOM icon
Exxon Mobil
XOM
+$3.85M

Top Sells

1 +$59.4M
2 +$48.1M
3 +$578K
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
-7,908
79
-3,752
80
-1,442