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
$427M
AUM Growth
+$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.14M
3
+$1.05M
4
AMZN icon
Amazon
AMZN
+$873K
5
GVLU icon
Gotham 1000 Value ETF
GVLU
+$684K

Top Sells

1
+$2.42M
2
+$900K
3
+$528K
4
PFE icon
Pfizer
PFE
+$466K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$390K

Sector Composition

1 Financials 28.59%
2 Technology 12.75%
3 Communication Services 10.1%
4 Consumer Discretionary 6.35%
5 Healthcare 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 0.64%
2,961
-6
27
$2.52M 0.59%
33,995
+844
28
$2.5M 0.59%
57,566
-4,700
29
$2.47M 0.58%
4,694
+35
30
$2.37M 0.56%
4,766
+186
31
$2.31M 0.54%
36,088
+537
32
$2.23M 0.52%
28,636
-657
33
$2.13M 0.5%
5,766
-1,027
34
$2.03M 0.48%
3,810
+114
35
$1.87M 0.44%
12,917
-315
36
$1.8M 0.42%
12,146
+2
37
$1.78M 0.42%
25,326
+270
38
$1.71M 0.4%
2,926
-31
39
$1.69M 0.4%
5,055
+103
40
$1.64M 0.38%
4,214
+148
41
$1.63M 0.38%
12,133
+363
42
$1.58M 0.37%
8,916
+282
43
$1.54M 0.36%
30,961
-18,079
44
$1.54M 0.36%
3,006
+36
45
$1.53M 0.36%
1,493
46
$1.52M 0.36%
34,255
-994
47
$1.47M 0.34%
10,673
-947
48
$1.46M 0.34%
3,453
+276
49
$1.44M 0.34%
2,673
-37
50
$1.43M 0.34%
12,868
-6
1
2
3 4 5