CWA
CJM Wealth Advisers Portfolio holdings
AUM
$325M
1-Year Est. Return
14.9%
1 Year Est. Return
+14.9%
AUM
$325M
AUM Growth
+$25M
(+8.3%)
Holding
77
Top Buys
| 1 | +$5.49M | |
| 2 | +$3.85M | |
| 3 | +$466K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$465K |
| 5 |
JPMorgan Chase
JPM
|
+$357K |
Top Sells
| 1 | +$3.05M | |
| 2 | +$2.51M | |
| 3 | +$1.87M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.2M |
| 5 |
Apple
AAPL
|
+$322K |
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 | |
|---|---|---|---|---|---|---|
76
Philip Morris
PM
$245B
| – | – |
-1,104
|
|
||
77
Intuit
INTU
$186B
| – | – |
-264
|
|