CWM
Chesapeake Wealth Management Portfolio holdings
AUM
$328M
1-Year Est. Return
15.67%
1 Year Est. Return
+15.67%
AUM
$300M
AUM Growth
+$19.5M
(+7%)
Holding
161
Top Buys
| 1 | +$425K | |
| 2 | +$296K | |
| 3 | +$292K | |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$259K |
| 5 |
GE Aerospace
GE
|
+$247K |
Top Sells
| 1 | +$360K | |
| 2 | +$335K | |
| 3 | +$218K | |
| 4 |
Alliant Energy
LNT
|
+$213K |
| 5 |
Meta Platforms (Facebook)
META
|
+$193K |
Sector Composition
| 1 | Technology | 16.19% |
| 2 | Financials | 5.96% |
| 3 | Healthcare | 4.87% |
| 4 | Consumer Discretionary | 4.5% |
| 5 | Communication Services | 3.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Goldman Sachs
GS
$237B
| $231K | 0.08% |
+327
|
|
||
152
iShares Russell 1000 Growth ETF
IWF
$123B
| $231K | 0.08% |
+544
|
|
||
153
Moody's
MCO
$85.5B
| $226K | 0.08% |
450
|
|
||
154
Automatic Data Processing
ADP
$102B
| $223K | 0.07% |
722
-274
|
|
||
155
Boeing
BA
$148B
| $210K | 0.07% |
+1,000
|
|
||
156
Emerson Electric
EMR
$71.7B
| $209K | 0.07% |
+1,570
|
|
||
157
Duke Energy
DUK
$95.4B
| $206K | 0.07% |
1,748
-15
|
|
||
158
iShares US Treasury Bond ETF
GOVT
$28.2B
| $204K | 0.07% |
8,862
|
|
||
159
Comcast
CMCSA
$100B
| – | – |
-5,917
|
|
||
|
160
Alliant Energy
LNT
$17.3B
| – | – |
-3,310
|
|
||
161
Sempra
SRE
$60B
| – | – |
-5,039
|
|