CWA
CJM Wealth Advisers Portfolio holdings
AUM
$334M
1-Year Est. Return
15.76%
This Fund
S&P 500
1 Year Est. Return
+15.76%
AUM
$325M
AUM Growth
+$25M
(+8.3%)
Holding
77
Top Buys
| 1 | +$5.37M | |
| 2 | +$3.73M | |
| 3 | +$461K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$448K |
| 5 |
JPMorgan Chase
JPM
|
+$336K |
Top Sells
| 1 | +$2.95M | |
| 2 | +$2.39M | |
| 3 | +$1.82M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.16M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Philip Morris
PM
$245B
| – | – |
-1,104
|
|
||
77
Saic
SAIC
$4.34B
| – | – |
-2,354
|
|