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
$233M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$3.79M
3
+$1.39M
4
AWK icon
American Water Works
AWK
+$381K
5
KEY icon
KeyCorp
KEY
+$235K

Top Sells

1
+$3.95M
2
+$2.94M
3
+$1.53M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M
5
MMM icon
3M
MMM
+$1.28M

Sector Composition

1 Industrials 21.48%
2 Technology 3.01%
3 Financials 1.68%
4 Healthcare 1.34%
5 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-20,376
77
– –
-1,184
78
– –
-9,785
79
– –
-20,342
1 2 3
4