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
$163M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$3.69M
3
+$821K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$690K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$488K

Top Sells

1
+$1.9M
2
+$1.54M
3
+$1.06M
4
TSLA icon
Tesla
TSLA
+$485K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$424K

Sector Composition

1 Energy 5.11%
2 Technology 3.81%
3 Financials 3.74%
4 Consumer Staples 1.14%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.14%
3,628
+7
52
$220K 0.14%
5,746
-3,817
53
$209K 0.13%
+547
54
$205K 0.13%
1,835
55
$202K 0.12%
+1,933
56
$3.37K ﹤0.01%
1,016
57
– –
-4,254
58
– –
-1,829
1 2
3