CWM

CMH Wealth Management Portfolio holdings

AUM $430M
1-Year Est. Return 14.13%
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$1.91M
3
+$1.49M
4
CVS icon
CVS Health
CVS
+$1.06M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$734K

Top Sells

1
+$6.09M
2
+$5.85M
3
+$1.34M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
CRM icon
Salesforce
CRM
+$779K

Sector Composition

1 Healthcare 8%
2 Communication Services 7.88%
3 Technology 7.27%
4 Financials 5.96%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.42%
+25,615
27
$1.79M 1.33%
3,976
-460
28
$1.73M 1.28%
14,710
+265
29
$1.7M 1.26%
79,650
+28,385
30
$1.64M 1.22%
33,535
+190
31
$1.63M 1.21%
44,460
-270
32
$1.62M 1.2%
17,267
-8,295
33
$1.62M 1.2%
16,673
-50
34
$1.49M 1.1%
+70,470
35
$1.47M 1.09%
17,063
-25
36
$1.46M 1.08%
23,605
-6,170
37
$1.39M 1.03%
22,590
-820
38
$1.28M 0.95%
23,805
+595
39
$1.21M 0.9%
23,355
+60
40
$1.18M 0.87%
15,113
-2,345
41
$1.11M 0.82%
16,020
-150
42
$1.07M 0.8%
13,305
+145
43
$1.06M 0.79%
+13,165
44
$1.02M 0.76%
10,925
+155
45
$734K 0.54%
+35,295
46
$485K 0.36%
+9,400
47
$218K 0.16%
2,000
48
$203K 0.15%
2,100
-200
49
– –
-10,780
50
– –
-2,340
1
2
3