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
$140M
AUM Growth
-$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$581K
3
+$438K
4
NVDA icon
NVIDIA
NVDA
+$231K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$216K

Top Sells

1
+$451K
2
+$215K
3
+$213K
4
VZ icon
Verizon
VZ
+$209K
5
V icon
Visa
V
+$206K

Sector Composition

1 Energy 5.42%
2 Technology 4.15%
3 Financials 3.6%
4 Consumer Discretionary 1.51%
5 Consumer Staples 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.03K ﹤0.01%
1,016
52
– –
-4,111
53
– –
-4,375
54
– –
-1,191
55
– –
-544
56
– –
-1,047
1 2
3