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
$274M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Sells

1 +$1.16M
2 +$604K
3 +$525K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$476K
5
LLY icon
Eli Lilly
LLY
+$396K

Sector Composition

1 Technology 15.91%
2 Healthcare 6.74%
3 Financials 5.51%
4 Consumer Discretionary 4.82%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$206K 0.08%
525
152
-1,629
153
-6,021
154
-735
155
-4,135