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
$310M
AUM Growth
-$697M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Sells

1 +$303M
2 +$120M
3 +$92.7M
4
VUG icon
Vanguard Growth ETF
VUG
+$63.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$34.8M

Sector Composition

1 Technology 2.41%
2 Energy 1.65%
3 Consumer Discretionary 0.69%
4 Healthcare 0.67%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,170
77
-2,608
78
-1,580
79
-766
80
-2,649
81
-2,544
82
-3,278
83
-3,688
84
-2,004
85
-2,829
86
-1,366
87
-1,213
88
-1,997
89
-183,577
90
-4,166
91
-881
92
-5,027
93
-3,469
94
-7,687
95
-106,544
96
-4,167,302
97
-814,944
98
-14,624,283