CWM
Campbell Wealth Management Portfolio holdings
AUM
$1.11B
1-Year Est. Return
14.16%
1 Year Est. Return
+14.16%
AUM
$1.12B
AUM Growth
+$813M
(+262%)
Holding
86
Top Buys
| 1 | +$347M | |
| 2 | +$132M | |
| 3 | +$102M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$73M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$38.5M |
Top Sells
| 1 | +$2.04M | |
| 2 | +$1.46M | |
| 3 | +$696K | |
| 4 |
NVIDIA
NVDA
|
+$560K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Amgen
AMGN
$178B
| – | – |
-822
|
|
||
77
Salesforce
CRM
$248B
| – | – |
-871
|
|
||
78
Cisco
CSCO
$308B
| – | – |
-4,649
|
|
||
79
Elevance Health
ELV
$73.5B
| – | – |
-400
|
|
||
80
Eaton
ETN
$131B
| – | – |
-937
|
|
||
81
Alphabet (Google) Class C
GOOG
$3.89T
| – | – |
-1,710
|
|
||
|
82
Alphabet (Google) Class A
GOOGL
$3.88T
| – | – |
-1,129
|
|
||
83
HP
HPQ
$24.2B
| – | – |
-5,783
|
|
||
84
Matsons
MATX
$3.63B
| – | – |
-1,996
|
|
||
85
3M
MMM
$89B
| – | – |
-2,409
|
|
||
86
Netflix
NFLX
$425B
| – | – |
-5,050
|
|