CWA

CJM Wealth Advisers Portfolio holdings

AUM $325M
1-Year Est. Return 14.9%
This Quarter Est. Return
1 Year Est. Return
+14.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$693K
3
+$603K
4
TSLA icon
Tesla
TSLA
+$308K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$259K

Top Sells

1
+$576K
2
+$249K
3
+$209K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$202K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$121K

Sector Composition

1 Energy 4.47%
2 Technology 4.17%
3 Financials 3.46%
4 Consumer Staples 1.04%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$644K 0.37%
4,946
+3
27
$636K 0.36%
2,858
-62
28
$623K 0.35%
8,691
29
$614K 0.35%
5,946
30
$563K 0.32%
3,635
+2
31
$528K 0.3%
19,010
32
$522K 0.3%
3,981
+13
33
$458K 0.26%
1,637
+2
34
$416K 0.24%
1,411
-44
35
$396K 0.23%
3,814
36
$388K 0.22%
1,208
-15
37
$338K 0.19%
3,674
38
$324K 0.18%
2,364
+4
39
$309K 0.18%
3,324
40
$308K 0.18%
+1,484
41
$289K 0.16%
1,213
-164
42
$285K 0.16%
604
-107
43
$285K 0.16%
6,975
-242
44
$273K 0.16%
1,194
+1
45
$264K 0.15%
2,634
-132
46
$260K 0.15%
1,424
47
$253K 0.14%
2,354
48
$252K 0.14%
2,020
49
$242K 0.14%
1,074
50
$240K 0.14%
600
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2
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