CWA
CJM Wealth Advisers Portfolio holdings
AUM
$328M
1-Year Est. Return
18.69%
This Fund
S&P 500
1 Year Est. Return
+18.69%
AUM
$328M
AUM Growth
-$6M
(-1.8%)
Holding
76
Top Buys
| 1 | +$4.66M | |
| 2 | +$1.21M | |
| 3 | +$724K | |
| 4 |
Amazon
AMZN
|
+$483K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$368K |
Top Sells
| 1 | +$3.15M | |
| 2 | +$991K | |
| 3 | +$732K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$538K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$446K |
Sector Composition
| 1 | Technology | 4.62% |
| 2 | Financials | 3.31% |
| 3 | Energy | 2.62% |
| 4 | Communication Services | 1.28% |
| 5 | Industrials | 0.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Vanguard Total Stock Market ETF
VTI
$612B
| – | – |
-1,604
|
|