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
$1.12B
AUM Growth
+$813M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$347M
2 +$132M
3 +$102M
4
VUG icon
Vanguard Growth ETF
VUG
+$73M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.5M

Top Sells

1 +$2.04M
2 +$1.46M
3 +$696K
4
NVDA icon
NVIDIA
NVDA
+$560K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$486K

Sector Composition

1 Technology 0.82%
2 Energy 0.46%
3 Healthcare 0.17%
4 Utilities 0.14%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GOOG icon
76
Alphabet (Google) Class C
GOOG
$3.04T
-1,710
HPQ icon
77
HP
HPQ
$26.3B
-5,783
MATX icon
78
Matsons
MATX
$3.01B
-1,996
MMM icon
79
3M
MMM
$88.8B
-2,409
NFLX icon
80
Netflix
NFLX
$527B
-505
GOOGL icon
81
Alphabet (Google) Class A
GOOGL
$3.03T
-1,129
ORCL icon
82
Oracle
ORCL
$784B
-2,857
SPGI icon
83
S&P Global
SPGI
$148B
-640
T icon
84
AT&T
T
$186B
-14,681
V icon
85
Visa
V
$674B
-905
VGT icon
86
Vanguard Information Technology ETF
VGT
$110B
-843