CWM
Chemistry Wealth Management Portfolio holdings
AUM
$466M
This Quarter Return
+7.29%
1 Year Return
+19.66%
3 Year Return
+67.39%
5 Year Return
–
10 Year Return
–
AUM
$466M
AUM Growth
+$466M
(+8.4%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
53.42%
Holding
200
New
15
Increased
88
Reduced
48
Closed
4
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.49M |
| 2 |
NVIDIA
NVDA
|
$999K |
| 3 |
Chevron
CVX
|
$801K |
| 4 |
iShares Gold Trust
IAU
|
$747K |
| 5 |
Brookfield
BN
|
$672K |
Top Sells
| 1 |
Fiserv
FI
|
$363K |
| 2 |
Apple
AAPL
|
$288K |
| 3 |
Bank of America
BAC
|
$288K |
| 4 |
Palantir
PLTR
|
$255K |
| 5 |
American Tower
AMT
|
$229K |
Sector Composition
| 1 | Financials | 28.76% |
| 2 | Technology | 10.4% |
| 3 | Communication Services | 10.13% |
| 4 | Consumer Discretionary | 7.13% |
| 5 | Healthcare | 3.05% |
