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
$291M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$32.7M
3
+$21.1M
4
SOR
Source Capital
SOR
+$13.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.4M

Top Sells

1
+$12.7M
2
+$8.41M
3
+$5.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.38M
5
GE icon
GE Aerospace
GE
+$5.1M

Sector Composition

1 Financials 25.17%
2 Technology 12.25%
3 Communication Services 8.81%
4 Healthcare 5.11%
5 Consumer Discretionary 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
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