CNWM
Clay Northam Wealth Management Portfolio holdings
AUM
$175M
1-Year Est. Return
24.71%
1 Year Est. Return
+24.71%
AUM
$175M
AUM Growth
+$18.6M
(+12%)
Holding
102
Top Buys
| 1 | +$651K | |
| 2 | +$435K | |
| 3 | +$320K | |
| 4 |
TMB
Thornburg Multi Sector Bond ETF
TMB
|
+$318K |
| 5 |
Vertiv
VRT
|
+$271K |
Top Sells
| 1 | +$506K | |
| 2 | +$212K | |
| 3 | +$203K | |
| 4 |
Eli Lilly
LLY
|
+$201K |
| 5 |
Pacer Data & Infrastructure Real Estate ETF
SRVR
|
+$201K |
Sector Composition
| 1 | Technology | 21.08% |
| 2 | Consumer Discretionary | 11.86% |
| 3 | Communication Services | 9.67% |
| 4 | Financials | 1.66% |
| 5 | Industrials | 1.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Eli Lilly
LLY
$925B
| – | – |
-258
|
|
||
|
102
Pacer Data & Infrastructure Real Estate ETF
SRVR
$389M
| – | – |
-6,220
|
|