CWM
Chesapeake Wealth Management Portfolio holdings
AUM
$328M
1-Year Est. Return
15.67%
1 Year Est. Return
+15.67%
AUM
$328M
AUM Growth
+$27.9M
(+9.3%)
Holding
162
Top Buys
| 1 | +$1.85M | |
| 2 | +$1.37M | |
| 3 | +$929K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$542K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$505K |
Top Sells
| 1 | +$346K | |
| 2 | +$218K | |
| 3 | +$203K | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$189K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$125K |
Sector Composition
| 1 | Technology | 16.35% |
| 2 | Financials | 5.74% |
| 3 | Healthcare | 4.8% |
| 4 | Consumer Discretionary | 4.46% |
| 5 | Communication Services | 4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Mondelez International
MDLZ
$72.3B
| $225K | 0.07% |
3,597
-1,232
|
|
||
152
Duke Energy
DUK
$92.2B
| $223K | 0.07% |
1,802
+54
|
|
||
153
Alliant Energy
LNT
$17.1B
| $220K | 0.07% |
+3,270
|
|
||
154
Kimberly-Clark
KMB
$35.2B
| $219K | 0.07% |
1,765
-72
|
|
||
155
UDR
UDR
$11.8B
| $218K | 0.07% |
5,857
|
|
||
156
Impact Shares NAACP Minority Empowerment ETF
NACP
$58.5M
| $216K | 0.07% |
+4,532
|
|
||
157
Boeing
BA
$154B
| $216K | 0.07% |
1,000
|
|
||
158
Moody's
MCO
$87.8B
| $214K | 0.07% |
450
|
|
||
159
Automatic Data Processing
ADP
$105B
| $212K | 0.06% |
722
|
|
||
160
Emerson Electric
EMR
$75.8B
| $206K | 0.06% |
1,570
|
|
||
161
iShares US Treasury Bond ETF
GOVT
$33.3B
| $205K | 0.06% |
8,862
|
|
||
162
Marvell Technology
MRVL
$86.4B
| $201K | 0.06% |
+2,385
|
|