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
$843M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$57.2M
2 +$774K
3 +$725K
4
BMY icon
Bristol-Myers Squibb
BMY
+$707K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$703K

Sector Composition

1 Technology 0.83%
2 Energy 0.57%
3 Healthcare 0.37%
4 Consumer Discretionary 0.15%
5 Utilities 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,426
77
-1,122
78
-2,304,679
79
-18,317