CWM
Chemistry Wealth Management Portfolio holdings
AUM
$569M
1-Year Est. Return
17.19%
This Fund
S&P 500
1 Year Est. Return
+17.19%
AUM
$535M
AUM Growth
+$16.2M
(+3.1%)
Holding
207
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.69M | |
| 3 | +$1.44M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.39M |
| 5 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$564K |
Top Sells
| 1 | +$1.5M | |
| 2 | +$680K | |
| 3 | +$611K | |
| 4 |
Nike
NKE
|
+$554K |
| 5 |
Airbnb
ABNB
|
+$477K |
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
AT&T
T
$188B
| – | – |
-10,064
|
|
||
202
iShares Preferred and Income Securities ETF
PFF
$13.6B
| – | – |
-10,365
|
|
||
203
Kimberly-Clark
KMB
$32.7B
| – | – |
-2,664
|
|
||
204
iShares US Technology ETF
IYW
$18.8B
| – | – |
-1,540
|
|
||
205
VanEck High Yield Muni ETF
HYD
$4.07B
| – | – |
-6,445
|
|
||
206
Colgate-Palmolive
CL
$69.3B
| – | – |
-2,516
|
|
||
207
Credit Acceptance
CACC
$5.07B
| – | – |
-471
|
|