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
$148M
AUM Growth
-$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$2.76M
3
+$2.1M
4
CSCO icon
Cisco
CSCO
+$1.72M
5
RTX icon
RTX Corp
RTX
+$1.48M

Top Sells

1
+$2.53M
2
+$1.97M
3
+$1.96M
4
NKE icon
Nike
NKE
+$1.44M
5
PWB icon
Invesco Large Cap Growth ETF
PWB
+$1.28M

Sector Composition

1 Technology 8.64%
2 Communication Services 6.94%
3 Financials 6.41%
4 Healthcare 6.2%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.32%
16,992
-545
27
$1.91M 1.29%
19,335
+45
28
$1.9M 1.28%
12,198
-4,940
29
$1.86M 1.25%
63,400
-70
30
$1.85M 1.25%
30,255
-170
31
$1.75M 1.18%
43,530
+120
32
$1.72M 1.16%
+41,905
33
$1.7M 1.15%
16,553
+50
34
$1.66M 1.12%
14,795
+215
35
$1.58M 1.07%
3,053
-95
36
$1.58M 1.07%
77,665
+4,415
37
$1.53M 1.03%
34,065
+465
38
$1.48M 1%
+19,044
39
$1.46M 0.99%
7,510
-83
40
$1.46M 0.98%
+10,125
41
$1.41M 0.95%
11,835
+305
42
$1.37M 0.93%
23,037
-763
43
$1.36M 0.92%
24,270
+430
44
$1.33M 0.9%
17,578
+490
45
$1.12M 0.75%
8,184
-7,804
46
$1.05M 0.71%
12,455
-355
47
$985K 0.66%
+19,000
48
$901K 0.61%
11,663
-9,775
49
$760K 0.51%
37,950
+1,625
50
$497K 0.34%
10,400
-41,300
1
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