CWM
Chemistry Wealth Management Portfolio holdings
AUM
$466M
1-Year Return
19.66%
This Quarter Return
-12.86%
1 Year Return
+19.66%
3 Year Return
+67.39%
5 Year Return
–
10 Year Return
–
AUM
$260M
AUM Growth
-$30.8M
(-11%)
Cap. Flow
+$10.2M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
54.3%
Holding
145
New
7
Increased
64
Reduced
28
Closed
13
Top Buys
Top Sells
| 1 |
Fox Class A
FOXA
|
$450K |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$359K |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$263K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$259K |
| 5 |
AbbVie
ABBV
|
$242K |
Sector Composition
| 1 | Financials | 22.56% |
| 2 | Technology | 11.42% |
| 3 | Communication Services | 8.17% |
| 4 | Healthcare | 5.78% |
| 5 | Consumer Discretionary | 4.32% |
