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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$22.7M
3
+$10.1M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.9M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$6.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.79%
2 Energy 4.31%
3 Financials 4.24%
4 Consumer Discretionary 2.02%
5 Communication Services 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$255K 0.18%
+4,029
52
$247K 0.18%
+1,423
53
$246K 0.18%
+1,191
54
$245K 0.17%
+1,015
55
$227K 0.16%
+1,047
56
$220K 0.16%
+724
57
$217K 0.15%
+810
58
$214K 0.15%
+7,926
1 2
3