CWM

Chesapeake Wealth Management Portfolio holdings

AUM $300M
1-Year Est. Return 14.77%
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$966K
2 +$837K
3 +$430K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$325K
5
NOW icon
ServiceNow
NOW
+$236K

Sector Composition

1 Technology 15.86%
2 Healthcare 6.78%
3 Financials 5.28%
4 Consumer Discretionary 4.99%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$205K 0.08%
+525
152
-3,082
153
-5,447
154
-2,325
155
-1,386
156
-3,173
157
-5,865