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
351
$232K 0.04%
+46,458
352
$230K 0.04%
+7,825
353
$229K 0.04%
+10,794
354
$225K 0.04%
+4,788
355
$223K 0.04%
+1,120
356
$221K 0.04%
+4,296
357
$221K 0.04%
+9,138
358
$217K 0.04%
1,725
+42
359
$216K 0.04%
500
360
$212K 0.04%
+8,088
361
$211K 0.04%
+5,124
362
$209K 0.04%
5,000
-1
363
$209K 0.04%
+15,132
364
$209K 0.04%
+1,882
365
$209K 0.04%
+12,402
366
$204K 0.04%
+6,018
367
$203K 0.04%
+21,743
368
$203K 0.04%
+4,858
369
$203K 0.04%
+21,357
370
$202K 0.04%
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371
$201K 0.04%
+24,913
372
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+10,860
373
$200K 0.04%
+12,692
374
$195K 0.04%
+37,166
375
$192K 0.04%
+17,182
13 14
15
16 17