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
$292M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$649K
3
+$559K
4
AAPL icon
Apple
AAPL
+$463K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$320K

Top Sells

1
+$407K
2
+$212K
3
+$152K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$104K
5
TSLA icon
Tesla
TSLA
+$90.5K

Sector Composition

1 Technology 3.84%
2 Financials 3.17%
3 Energy 2.16%
4 Consumer Discretionary 0.88%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$299K 0.1%
864
52
$293K 0.1%
810
53
$284K 0.1%
1,049
54
$284K 0.1%
1,087
-346
55
$280K 0.1%
4,555
56
$272K 0.09%
4,704
+271
57
$271K 0.09%
3,351
58
$260K 0.09%
+546
59
$256K 0.09%
7,037
60
$255K 0.09%
6,068
61
$236K 0.08%
409
+11
62
$236K 0.08%
833
63
$227K 0.08%
1,338
+15
64
$227K 0.08%
10,321
+60
65
$217K 0.07%
+534
66
$216K 0.07%
+2,244
67
$210K 0.07%
546
68
$128K 0.04%
13,100
69
$69.3K 0.02%
35,000
1 2
3