CWM
Campbell Wealth Management Portfolio holdings
AUM
$1.11B
This Quarter Return
+0.51%
1 Year Return
+14.16%
3 Year Return
+11.2%
5 Year Return
+52.1%
10 Year Return
–
AUM
$1.11B
AUM Growth
+$1.11B
(-1%)
Cap. Flow
+$287M
Cap. Flow
% of AUM
25.81%
Top 10 Holdings %
Top 10 Hldgs %
87.83%
Holding
102
New
32
Increased
59
Reduced
2
Closed
5
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$247M |
| 2 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
$76.5M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$28.9M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$17.4M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.82M |
Top Sells
Sector Composition
| 1 | Technology | 1.52% |
| 2 | Healthcare | 0.53% |
| 3 | Energy | 0.51% |
| 4 | Consumer Discretionary | 0.46% |
| 5 | Industrials | 0.23% |