CWM
Chemistry Wealth Management Portfolio holdings
AUM
$535M
1-Year Est. Return
24.04%
This Fund
S&P 500
1 Year Est. Return
+24.04%
AUM
$535M
AUM Growth
+$16.2M
(+3.1%)
Holding
207
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.71M | |
| 3 | +$1.43M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.38M |
| 5 |
FEOE
First Eagle Overseas Equity ETF
FEOE
|
+$563K |
Top Sells
| 1 | +$1.52M | |
| 2 | +$612K | |
| 3 | +$557K | |
| 4 |
Nike
NKE
|
+$541K |
| 5 |
Airbnb
ABNB
|
+$520K |
Sector Composition
| 1 | Financials | 26.95% |
| 2 | Communication Services | 11.47% |
| 3 | Technology | 10.34% |
| 4 | Consumer Discretionary | 7.08% |
| 5 | Healthcare | 3.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Credit Acceptance
CACC
$5.3B
| – | – |
-471
|
|
||
202
Colgate-Palmolive
CL
$75.1B
| – | – |
-2,516
|
|
||
203
VanEck High Yield Muni ETF
HYD
$4.22B
| – | – |
-6,445
|
|
||
204
iShares US Technology ETF
IYW
$20.3B
| – | – |
-1,540
|
|
||
205
Kimberly-Clark
KMB
$33.4B
| – | – |
-2,664
|
|
||
206
iShares Preferred and Income Securities ETF
PFF
$14B
| – | – |
-10,365
|
|
||
207
AT&T
T
$189B
| – | – |
-10,064
|
|