CHWM
Cauble & Harre Wealth Management Portfolio holdings
AUM
$126M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$126M
AUM Growth
+$6.25M
(+5.2%)
Holding
81
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.31M | |
| 3 | +$1.26M | |
| 4 |
Adobe
ADBE
|
+$1.21M |
| 5 |
Amdocs
DOX
|
+$1.19M |
Top Sells
| 1 | +$3.13M | |
| 2 | +$2.05M | |
| 3 | +$1.57M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.39M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$621K |
Sector Composition
| 1 | Technology | 7.39% |
| 2 | Financials | 2.14% |
| 3 | Industrials | 2.12% |
| 4 | Healthcare | 1.66% |
| 5 | Real Estate | 1.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core MSCI EAFE ETF
IEFA
$187B
| – | – |
-2,386
|
|
||
77
JPMorgan Equity Premium Income ETF
JEPI
$44.5B
| – | – |
-3,848
|
|
||
78
Simplify Health Care ETF
PINK
$258M
| – | – |
-8,313
|
|
||
79
American Century US Quality Growth ETF
QGRO
$2.21B
| – | – |
-2,350
|
|
||
80
Vanguard International Dividend Appreciation ETF
VIGI
$8.93B
| – | – |
-2,664
|
|
||
81
Vanguard Total Stock Market ETF
VTI
$651B
| – | – |
-620
|
|