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
$151M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.31M
3
+$1.9M
4
TJX icon
TJX Companies
TJX
+$1.67M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.52M

Top Sells

1
+$1.63M
2
+$1.49M
3
+$1.46M
4
KHC icon
Kraft Heinz
KHC
+$1.18M
5
SLB icon
SLB Limited
SLB
+$1.11M

Sector Composition

1 Communication Services 8.33%
2 Consumer Discretionary 7.34%
3 Technology 7.29%
4 Healthcare 6.7%
5 Financials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.44%
19,038
-535
27
$2.16M 1.43%
19,290
+30
28
$1.96M 1.3%
11,083
-1,115
29
$1.95M 1.29%
21,438
-45
30
$1.9M 1.26%
+63,470
31
$1.86M 1.23%
14,580
-130
32
$1.83M 1.21%
17,537
+270
33
$1.8M 1.19%
16,503
-170
34
$1.76M 1.16%
83,235
+3,585
35
$1.67M 1.1%
+43,410
36
$1.6M 1.06%
3,148
-828
37
$1.57M 1.04%
33,600
+65
38
$1.52M 1.01%
23,800
+1,210
39
$1.52M 1.01%
+73,250
40
$1.5M 0.99%
+7,593
41
$1.45M 0.96%
17,088
+25
42
$1.44M 0.95%
22,640
-715
43
$1.37M 0.91%
23,840
+35
44
$1.26M 0.84%
+11,530
45
$1.17M 0.78%
12,810
-495
46
$1.17M 0.78%
+55,145
47
$1.11M 0.73%
11,010
+85
48
$994K 0.66%
19,265
+9,865
49
$750K 0.5%
36,325
+1,030
50
$359K 0.24%
+6,576
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