CNWM
Clay Northam Wealth Management Portfolio holdings
AUM
$156M
This Quarter Return
+7.04%
1 Year Return
+16.93%
3 Year Return
+85.57%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.59%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$11.1M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$9.75M |
| 3 |
Amazon
AMZN
|
$8.77M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.69M |
| 5 |
Microsoft
MSFT
|
$5.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.58% |
| 2 | Consumer Discretionary | 13.71% |
| 3 | Communication Services | 11.85% |
| 4 | Financials | 3.07% |
| 5 | Healthcare | 1.59% |
