CWM
Chemistry Wealth Management Portfolio holdings
AUM
$518M
1-Year Est. Return
21.42%
1 Year Est. Return
+21.42%
AUM
$518M
AUM Growth
+$52.1M
(+11%)
Holding
208
Top Buys
| 1 | +$2.29M | |
| 2 | +$2.08M | |
| 3 | +$1.91M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.58M |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
+$1.28M |
Top Sells
| 1 | +$1.07M | |
| 2 | +$1.03M | |
| 3 | +$456K | |
| 4 |
Brighthouse Financial
BHF
|
+$429K |
| 5 |
Thermo Fisher Scientific
TMO
|
+$347K |
Sector Composition
| 1 | Financials | 27.16% |
| 2 | Technology | 11.14% |
| 3 | Communication Services | 10.8% |
| 4 | Consumer Discretionary | 7.51% |
| 5 | Healthcare | 3.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
American Resources Corp
AREC
$362M
| $27K | 0.01% |
10,000
|
|
||
202
Lexicon Pharmaceuticals
LXRX
$501M
| $16.2K | ﹤0.01% |
12,000
|
|
||
203
Revvity
RVTY
$10.9B
| – | – |
-3,265
|
|
||
204
Prudential Financial
PRU
$36.4B
| – | – |
-4,245
|
|
||
205
Olaplex Holdings
OLPX
$694M
| – | – |
-14,565
|
|
||
206
Liberty Global Class C
LBTYK
$3.76B
| – | – |
-13,878
|
|
||
207
Angi Inc
ANGI
$588M
| – | – |
-12,550
|
|
||
208
Adobe
ADBE
$142B
| – | – |
-537
|
|