CWA

CJM Wealth Advisers Portfolio holdings

AUM $334M
1-Year Est. Return 15.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$5.37M
2 +$3.73M
3 +$461K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$448K
5
JPM icon
JPMorgan Chase
JPM
+$336K

Top Sells

1 +$2.95M
2 +$2.39M
3 +$1.82M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.16M
5
T icon
AT&T
T
+$316K

Sector Composition

1 Technology 4.97%
2 Financials 3.45%
3 Energy 1.81%
4 Communication Services 1.03%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
T icon
51
AT&T
T
$197B
$377K 0.12%
13,364
-11,142
MCD icon
52
McDonald's
MCD
$218B
$366K 0.11%
1,203
+1
WMT icon
53
Walmart Inc
WMT
$998B
$348K 0.11%
3,373
+22
GEV icon
54
GE Vernova
GEV
$241B
$325K 0.1%
528
+98
AXP icon
55
American Express
AXP
$206B
$317K 0.1%
953
SYK icon
56
Stryker
SYK
$126B
$299K 0.09%
810
VZ icon
57
Verizon
VZ
$209B
$298K 0.09%
6,783
+71
IVV icon
58
iShares Core S&P 500 ETF
IVV
$721B
$296K 0.09%
443
+40
VTI icon
59
Vanguard Total Stock Market ETF
VTI
$558B
$282K 0.09%
+859
D icon
60
Dominion Energy
D
$54.8B
$267K 0.08%
4,365
+21
TSLA icon
61
Tesla
TSLA
$1.35T
$265K 0.08%
+595
IBIT icon
62
iShares Bitcoin Trust
IBIT
$52.4B
$263K 0.08%
+4,049
LIN icon
63
Linde
LIN
$232B
$262K 0.08%
552
+6
CI icon
64
Cigna
CI
$71.1B
$249K 0.08%
864
RTX icon
65
RTX Corp
RTX
$263B
$236K 0.07%
1,412
HCA icon
66
HCA Healthcare
HCA
$105B
$230K 0.07%
539
+5
IAU icon
67
iShares Gold Trust
IAU
$74.6B
$227K 0.07%
+3,123
DIS icon
68
Walt Disney
DIS
$171B
$226K 0.07%
1,978
+1
VUG icon
69
Vanguard Growth ETF
VUG
$187B
$217K 0.07%
+453
ABBV icon
70
AbbVie
ABBV
$370B
$216K 0.07%
+932
UNH icon
71
UnitedHealth
UNH
$250B
$210K 0.06%
+609
CEG icon
72
Constellation Energy
CEG
$98.5B
$207K 0.06%
+628
DSM
73
BNY Mellon Strategic Municipal Bond Fund
DSM
$292M
$90K 0.03%
15,206
+125
MRT icon
74
Marti Technologies
MRT
$157M
$71.4K 0.02%
35,000
INTU icon
75
Intuit
INTU
$117B
-264