CNWM
Clay Northam Wealth Management Portfolio holdings
AUM
$156M
This Quarter Return
+8.74%
1 Year Return
+16.93%
3 Year Return
+85.57%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+10%)
Cap. Flow
+$4.84M
Cap. Flow
% of AUM
3.9%
Top 10 Holdings %
Top 10 Hldgs %
64.56%
Holding
91
New
11
Increased
25
Reduced
26
Closed
2
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$985K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$494K |
| 3 |
Walmart
WMT
|
$363K |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$353K |
| 5 |
iShares Bitcoin Trust
IBIT
|
$336K |
Top Sells
Sector Composition
| 1 | Technology | 20.31% |
| 2 | Consumer Discretionary | 10.98% |
| 3 | Communication Services | 9.26% |
| 4 | Financials | 1.6% |
| 5 | Industrials | 1.19% |
