CWM

Chemistry Wealth Management Portfolio holdings

AUM $518M
1-Year Est. Return 21.42%
This Quarter Est. Return
1 Year Est. Return
+21.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$728K
2
+$648K
3
+$622K
4
CRM icon
Salesforce
CRM
+$431K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$362K

Top Sells

1
+$5.35M
2
+$1.45M
3
+$996K
4
UHAL icon
U-Haul Holding Co
UHAL
+$873K
5
BABA icon
Alibaba
BABA
+$517K

Sector Composition

1 Financials 25.63%
2 Technology 10.79%
3 Communication Services 6.18%
4 Healthcare 5.97%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.76%
23,342
+7,473
27
$1.91M 0.74%
49,044
-4,576
28
$1.84M 0.72%
15,255
-4,236
29
$1.73M 0.67%
856
-2
30
$1.66M 0.65%
102,929
-208
31
$1.64M 0.64%
4,725
+30
32
$1.64M 0.64%
18,821
-955
33
$1.63M 0.63%
4,860
-149
34
$1.58M 0.62%
8,953
-305
35
$1.58M 0.61%
19,421
-4,742
36
$1.48M 0.58%
35,920
37
$1.44M 0.56%
16,381
-5,874
38
$1.41M 0.55%
3
-1
39
$1.35M 0.53%
30,802
-6,875
40
$1.31M 0.51%
2,861
+40
41
$1.24M 0.48%
19,643
+182
42
$1.24M 0.48%
3,931
+26
43
$1.19M 0.46%
3,818
44
$1.16M 0.45%
8,529
+309
45
$1.12M 0.44%
11,795
46
$1.11M 0.43%
1,565
47
$1.09M 0.43%
4,443
48
$949K 0.37%
6,264
-663
49
$928K 0.36%
14,594
+54
50
$921K 0.36%
2,408
+540
1
2
3 4 5