CWA

CJM Wealth Advisers Portfolio holdings

AUM $328M
1-Year Est. Return 18.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$3.73M
3
+$461K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$448K
5
JPM icon
JPMorgan Chase
JPM
+$336K

Top Sells

1
+$2.95M
2
+$2.39M
3
+$1.82M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.16M
5
T icon
AT&T
T
+$316K

Sector Composition

1 Technology 4.97%
2 Financials 3.45%
3 Energy 1.81%
4 Communication Services 1.03%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.42%
7,756
+6
27
$1.27M 0.39%
3,715
-17
28
$1.21M 0.37%
16,520
29
$1.07M 0.33%
2,926
-231
30
$1.04M 0.32%
13,723
+75
31
$987K 0.3%
4,060
-374
32
$971K 0.3%
8,195
-485
33
$850K 0.26%
4,583
+1,501
34
$763K 0.23%
7,616
+4,647
35
$753K 0.23%
2,566
36
$694K 0.21%
3,674
37
$687K 0.21%
11,680
+227
38
$677K 0.21%
3,628
-1,254
39
$653K 0.2%
605
+5
40
$652K 0.2%
2,320
+14
41
$640K 0.2%
2,129
+375
42
$613K 0.19%
1,512
-19
43
$574K 0.18%
1,203
+1
44
$558K 0.17%
837
45
$543K 0.17%
712
+5
46
$518K 0.16%
851
-49
47
$502K 0.15%
7,231
+926
48
$446K 0.14%
2,875
+12
49
$402K 0.12%
2,275
+1
50
$382K 0.12%
4,177
-2,062
1
2
3 4