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
151
$52K 0.01%
+1,159
152
$52K 0.01%
+349
153
$51K 0.01%
+217
154
$50K 0.01%
+300
155
$50K 0.01%
+383
156
$49K 0.01%
+160
157
$49K 0.01%
+749
158
$49K 0.01%
+1,035
159
$49K 0.01%
+319
160
$48K 0.01%
+30
161
$48K 0.01%
+1,423
162
$48K 0.01%
+1,220
163
$47K 0.01%
+1,147
164
$46K 0.01%
+306
165
$46K 0.01%
+1,993
166
$45K 0.01%
+250
167
$45K 0.01%
+225
168
$44K 0.01%
+1,449
169
$43K 0.01%
+1,843
170
$42K 0.01%
+179
171
$42K 0.01%
+608
172
$41K 0.01%
+580
173
$41K 0.01%
+600
174
$41K 0.01%
+835
175
$39K 0.01%
+1,007
5 6
7
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