CWA

CM Wealth Advisors Portfolio holdings

AUM $470M
1-Year Est. Return 19.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$2.18M
3
+$1.83M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.55M
5
PGR icon
Progressive
PGR
+$1.29M

Top Sells

1
+$34.1M
2
+$18.9M
3
+$10M
4
AAPL icon
Apple
AAPL
+$5.83M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.64M

Sector Composition

1 Industrials 32.96%
2 Technology 2.62%
3 Financials 1.31%
4 Healthcare 1.13%
5 Communication Services 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
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