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
$350M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Sells

1 +$39.2M
2 +$3.82M
3 +$3M
4
GD icon
General Dynamics
GD
+$2.03M
5
PGR icon
Progressive
PGR
+$1.89M

Sector Composition

1 Technology 5.16%
2 Industrials 4.26%
3 Financials 3.08%
4 Healthcare 2.73%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$330K 0.09%
+1,051
127
$329K 0.09%
+950
128
$320K 0.09%
+11,518
129
$319K 0.09%
1,711
130
$313K 0.09%
+4,036
131
$310K 0.09%
+14,700
132
$309K 0.09%
+1,506
133
$304K 0.09%
+707
134
$303K 0.09%
+3,699
135
$300K 0.09%
+740
136
$300K 0.09%
+961
137
$299K 0.09%
+543
138
$296K 0.08%
+1,773
139
$286K 0.08%
+177
140
$281K 0.08%
+1,959
141
$281K 0.08%
+2,280
142
$279K 0.08%
+972
143
$271K 0.08%
+35
144
$268K 0.08%
+5,219
145
$264K 0.08%
+5,288
146
$264K 0.08%
+774
147
$257K 0.07%
+1,820
148
$253K 0.07%
+136
149
$252K 0.07%
+3,600
150
$252K 0.07%
+4,012