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
$325M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$3.85M
3 +$466K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$465K
5
JPM icon
JPMorgan Chase
JPM
+$357K

Top Sells

1 +$3.05M
2 +$2.51M
3 +$1.87M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.2M
5
AAPL icon
Apple
AAPL
+$322K

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
T icon
51
AT&T
T
$187B
$377K 0.12%
13,364
-11,142
MCD icon
52
McDonald's
MCD
$220B
$366K 0.11%
1,203
+1
WMT icon
53
Walmart
WMT
$853B
$348K 0.11%
3,373
+22
GEV icon
54
GE Vernova
GEV
$162B
$325K 0.1%
528
+98
AXP icon
55
American Express
AXP
$241B
$317K 0.1%
953
SYK icon
56
Stryker
SYK
$146B
$299K 0.09%
810
VZ icon
57
Verizon
VZ
$172B
$298K 0.09%
6,783
+71
IVV icon
58
iShares Core S&P 500 ETF
IVV
$667B
$296K 0.09%
443
+40
VTI icon
59
Vanguard Total Stock Market ETF
VTI
$549B
$282K 0.09%
+859
D icon
60
Dominion Energy
D
$52.4B
$267K 0.08%
4,365
+21
TSLA icon
61
Tesla
TSLA
$1.49T
$265K 0.08%
+595
IBIT icon
62
iShares Bitcoin Trust
IBIT
$84.8B
$263K 0.08%
+4,049
LIN icon
63
Linde
LIN
$212B
$262K 0.08%
552
+6
CI icon
64
Cigna
CI
$81.9B
$249K 0.08%
864
RTX icon
65
RTX Corp
RTX
$215B
$236K 0.07%
1,412
HCA icon
66
HCA Healthcare
HCA
$101B
$230K 0.07%
539
+5
IAU icon
67
iShares Gold Trust
IAU
$66.6B
$227K 0.07%
+3,123
DIS icon
68
Walt Disney
DIS
$201B
$226K 0.07%
1,978
+1
VUG icon
69
Vanguard Growth ETF
VUG
$197B
$217K 0.07%
+453
ABBV icon
70
AbbVie
ABBV
$410B
$216K 0.07%
+932
UNH icon
71
UnitedHealth
UNH
$330B
$210K 0.06%
+609
CEG icon
72
Constellation Energy
CEG
$116B
$207K 0.06%
+628
DSM
73
BNY Mellon Strategic Municipal Bond Fund
DSM
$302M
$90K 0.03%
15,206
+125
MRT icon
74
Marti Technologies
MRT
$188M
$71.4K 0.02%
35,000
SAIC icon
75
Saic
SAIC
$4.58B
-2,354