CWM

Capital Wealth Management Portfolio holdings

AUM $310M
1-Year Est. Return 14.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.71M
3
+$5.83M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$4.43M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$3.5M

Top Sells

1
+$4.39M
2
+$4.13M
3
+$3.15M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.97M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.64M

Sector Composition

1 Technology 1.25%
2 Consumer Discretionary 0.53%
3 Healthcare 0.22%
4 Materials 0.16%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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60
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61
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62
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-32,912
65
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-2,967
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3