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
176
$39K 0.01%
+480
177
$38K 0.01%
+532
178
$38K 0.01%
+1,260
179
$36K 0.01%
+440
180
$36K 0.01%
+749
181
$35K 0.01%
+158
182
$35K 0.01%
+821
183
$34K 0.01%
+246
184
$34K 0.01%
+498
185
$33K 0.01%
+550
186
$31K 0.01%
+800
187
$31K 0.01%
+800
188
$30K 0.01%
+1,116
189
$30K 0.01%
+174
190
$29K 0.01%
+1,291
191
$28K ﹤0.01%
+314
192
$26K ﹤0.01%
+300
193
$26K ﹤0.01%
+136
194
$26K ﹤0.01%
+182
195
$26K ﹤0.01%
+1,563
196
$25K ﹤0.01%
+888
197
$25K ﹤0.01%
+80
198
$25K ﹤0.01%
+254
199
$24K ﹤0.01%
+309
200
$24K ﹤0.01%
+508
6 7
8
9 10