CWA
CM Wealth Advisors Portfolio holdings
AUM
$470M
1-Year Est. Return
19.08%
This Fund
S&P 500
1 Year Est. Return
+19.08%
AUM
$470M
AUM Growth
+$27M
(+6.1%)
Holding
151
Top Buys
| 1 | +$34.6M | |
| 2 | +$3.98M | |
| 3 | +$2.35M | |
| 4 |
ASML
ASML
|
+$1.92M |
| 5 |
Netflix
NFLX
|
+$1.92M |
Top Sells
| 1 | +$1.87M | |
| 2 | +$1.83M | |
| 3 | +$785K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$702K |
| 5 |
Eli Lilly
LLY
|
+$371K |
Sector Composition
| 1 | Technology | 10% |
| 2 | Industrials | 9.11% |
| 3 | Communication Services | 3.19% |
| 4 | Financials | 2.5% |
| 5 | Healthcare | 1.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
SS&C Technologies
SSNC
$16.4B
| – | – |
-2,746
|
|