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
$574M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.54M
3
+$3.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.44M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$2.97M

Top Sells

1
+$75.5K
2
+$40.5K
3
+$38.2K
4
LHX icon
L3Harris
LHX
+$34K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$22.8K

Sector Composition

1 Technology 1.3%
2 Healthcare 0.72%
3 Utilities 0.43%
4 Consumer Discretionary 0.4%
5 Industrials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$84K 0.01%
+3,518
102
$84K 0.01%
+3,000
103
$83K 0.01%
+438
104
$81K 0.01%
+1,926
105
$81K 0.01%
+2,351
106
$80K 0.01%
+1,716
107
$80K 0.01%
+1,018
108
$80K 0.01%
+1,552
109
$78K 0.01%
+725
110
$77K 0.01%
+3,071
111
$77K 0.01%
+1,499
112
$76K 0.01%
+636
113
$75K 0.01%
+822
114
$74K 0.01%
+1,233
115
$74K 0.01%
+800
116
$74K 0.01%
+449
117
$73K 0.01%
+739
118
$73K 0.01%
+898
119
$73K 0.01%
+161
120
$73K 0.01%
+925
121
$72K 0.01%
+532
122
$71K 0.01%
+1,250
123
$69K 0.01%
+355
124
$68K 0.01%
+700
125
$66K 0.01%
+621
3 4
5
6 7