CWMGO
Capstone Wealth Management Group (Oregon) Portfolio holdings
AUM
$165M
1-Year Est. Return
27.8%
1 Year Est. Return
+27.8%
AUM
$165M
AUM Growth
+$8.5M
(+5.4%)
Holding
133
Top Buys
| 1 | +$521K | |
| 2 | +$510K | |
| 3 | +$450K | |
| 4 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$385K |
| 5 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$338K |
Top Sells
| 1 | +$912K | |
| 2 | +$411K | |
| 3 | +$315K | |
| 4 |
NVIDIA
NVDA
|
+$269K |
| 5 |
Blackstone Secured Lending
BXSL
|
+$257K |
Sector Composition
| 1 | Technology | 17.77% |
| 2 | Communication Services | 5.84% |
| 3 | Financials | 4.54% |
| 4 | Energy | 3.63% |
| 5 | Materials | 2.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Qualcomm
QCOM
$173B
| $202K | 0.12% |
+1,178
|
|
||
127
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
| $201K | 0.12% |
+4,720
|
|
||
128
UnitedHealth
UNH
$307B
| $201K | 0.12% |
609
-50
|
|
||
129
SoundHound AI
SOUN
$4.68B
| $102K | 0.06% |
10,235
|
|
||
130
Agnico Eagle Mines
AEM
$101B
| – | – |
-1,199
|
|
||
131
Deere & Co
DE
$140B
| – | – |
-688
|
|
||
|
K
132
DELISTED
Kellanova
K
| – | – |
-2,941
|
|
||
133
Veeva Systems
VEEV
$35.9B
| – | – |
-706
|
|