CWM
Chemistry Wealth Management Portfolio holdings
AUM
$466M
1-Year Return
19.66%
This Quarter Return
+6.93%
1 Year Return
+19.66%
3 Year Return
+67.39%
5 Year Return
–
10 Year Return
–
AUM
$308M
AUM Growth
+$20.1M
(+7%)
Cap. Flow
+$3.71M
Cap. Flow
% of AUM
1.21%
Top 10 Holdings %
Top 10 Hldgs %
55.39%
Holding
146
New
5
Increased
70
Reduced
36
Closed
2
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.66M |
| 2 |
Apple
AAPL
|
$870K |
| 3 |
Amazon
AMZN
|
$499K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$453K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$343K |
Top Sells
| 1 |
SOR
Source Capital
SOR
|
$1.86M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$1.04M |
| 3 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$390K |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$288K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$222K |
Sector Composition
| 1 | Financials | 24.08% |
| 2 | Technology | 13.79% |
| 3 | Communication Services | 8.64% |
| 4 | Consumer Discretionary | 4.66% |
| 5 | Healthcare | 4.66% |
