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
$176M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$693K
3
+$603K
4
TSLA icon
Tesla
TSLA
+$308K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$259K

Top Sells

1
+$576K
2
+$249K
3
+$209K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$202K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$121K

Sector Composition

1 Energy 4.47%
2 Technology 4.17%
3 Financials 3.46%
4 Consumer Staples 1.04%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$231K 0.13%
+810
52
$231K 0.13%
5,712
-34
53
$224K 0.13%
548
+1
54
$221K 0.13%
864
55
$214K 0.12%
1,835
56
$207K 0.12%
+3,955
57
$203K 0.12%
3,635
+7
58
– –
-1,933
59
– –
-1,016
1 2
3