CWA

CM Wealth Advisors Portfolio holdings

AUM $379M
1-Year Est. Return 16.61%
This Quarter Est. Return
1 Year Est. Return
+16.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.78M
3
+$5.68M
4
TDG icon
TransDigm Group
TDG
+$5.44M
5
ISRG icon
Intuitive Surgical
ISRG
+$5.31M

Top Sells

1
+$40.4M
2
+$6.85M
3
+$5.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.67M
5
MSFT icon
Microsoft
MSFT
+$2.53M

Sector Composition

1 Industrials 20.57%
2 Healthcare 12.28%
3 Technology 10.78%
4 Financials 10.39%
5 Consumer Discretionary 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$419K 0.08%
+22,423
277
$418K 0.08%
+57,475
278
$415K 0.08%
3,023
279
$414K 0.08%
+6,126
280
$411K 0.08%
+36,184
281
$410K 0.08%
+22,466
282
$410K 0.08%
+17,301
283
$409K 0.08%
+18,540
284
$405K 0.08%
+42,264
285
$403K 0.08%
+13,128
286
$402K 0.08%
+17,285
287
$391K 0.08%
+25,914
288
$387K 0.07%
+1,240
289
$385K 0.07%
+36,503
290
$383K 0.07%
+10,352
291
$383K 0.07%
1,909
+222
292
$377K 0.07%
+53,828
293
$374K 0.07%
+14,811
294
$371K 0.07%
+5,804
295
$370K 0.07%
1,980
+803
296
$369K 0.07%
+48,579
297
$367K 0.07%
+45,795
298
$362K 0.07%
+8,699
299
$360K 0.07%
+8,455
300
$353K 0.07%
+20,699
10 11
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