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
51
$913K 0.36%
37,292
-13,092
52
$871K 0.34%
8,627
-774
53
$865K 0.34%
16,872
54
$851K 0.33%
6,294
+73
55
$840K 0.33%
3,200
56
$821K 0.32%
13,027
+370
57
$791K 0.31%
7,817
+40
58
$778K 0.3%
15,571
-4,799
59
$778K 0.3%
5,730
+98
60
$749K 0.29%
7,555
-30
61
$733K 0.29%
19,338
-2,652
62
$721K 0.28%
5,102
63
$706K 0.28%
14,076
64
$678K 0.26%
1,929
+5
65
$670K 0.26%
6,036
+100
66
$664K 0.26%
10,328
67
$662K 0.26%
8,650
68
$652K 0.25%
14,047
-145
69
$611K 0.24%
5,745
-2,394
70
$600K 0.23%
4,819
-140
71
$586K 0.23%
15,491
-95
72
$585K 0.23%
11,622
-4,042
73
$581K 0.23%
6,068
-223
74
$568K 0.22%
4,017
-180
75
$543K 0.21%
3,023
1 2
3
4 5