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
$292M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$649K
3
+$559K
4
AAPL icon
Apple
AAPL
+$463K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$320K

Top Sells

1
+$407K
2
+$212K
3
+$152K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$104K
5
TSLA icon
Tesla
TSLA
+$90.5K

Sector Composition

1 Technology 3.84%
2 Financials 3.17%
3 Energy 2.16%
4 Consumer Discretionary 0.88%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$993K 0.34%
3,157
27
$978K 0.34%
4,423
+256
28
$867K 0.3%
4,114
+2
29
$814K 0.28%
8,008
30
$769K 0.26%
4,634
+580
31
$721K 0.25%
5,939
-1,749
32
$710K 0.24%
2,566
33
$649K 0.22%
+732
34
$620K 0.21%
1,531
+100
35
$599K 0.21%
3,674
36
$572K 0.2%
1,082
-100
37
$565K 0.19%
5,803
-1,556
38
$515K 0.18%
3,176
+101
39
$489K 0.17%
852
+91
40
$469K 0.16%
1,200
+1
41
$465K 0.16%
600
42
$407K 0.14%
2,761
43
$393K 0.13%
2,306
44
$379K 0.13%
2,270
-148
45
$377K 0.13%
4,461
+180
46
$365K 0.13%
1,199
+1
47
$365K 0.13%
624
+35
48
$330K 0.11%
1,750
+12
49
$328K 0.11%
2,354
50
$301K 0.1%
+2,974
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