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
$175M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.75M
3
+$1.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.91M
5
MSFT icon
Microsoft
MSFT
+$1.73M

Top Sells

1
+$5.04M
2
+$2.3M
3
+$2.05M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.67M
5
UNH icon
UnitedHealth
UNH
+$892K

Sector Composition

1 Technology 9.48%
2 Financials 7.42%
3 Consumer Discretionary 7.27%
4 Communication Services 6.9%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.27%
11,283
-915
27
$2.18M 1.25%
15,547
-1,445
28
$2.11M 1.21%
20,052
+717
29
$2.11M 1.21%
30,097
-29,235
30
$2.09M 1.2%
78,293
-1,750
31
$2.09M 1.19%
6,762
+180
32
$2.07M 1.18%
43,570
+40
33
$2.05M 1.17%
16,748
+195
34
$2.02M 1.16%
16,285
+1,490
35
$2M 1.14%
46,690
+4,785
36
$1.94M 1.11%
40,400
+30,000
37
$1.73M 0.99%
12,020
+185
38
$1.62M 0.93%
+17,209
39
$1.59M 0.91%
+10,169
40
$1.56M 0.89%
55,271
-8,129
41
$1.53M 0.87%
17,813
+235
42
$1.49M 0.85%
18,938
-106
43
$1.48M 0.85%
7,895
+385
44
$1.41M 0.81%
31,330
-2,735
45
$1.39M 0.79%
23,147
+110
46
$1.39M 0.79%
28,245
+3,975
47
$1.22M 0.7%
18,706
-11,549
48
$1.17M 0.67%
12,295
-160
49
$1.11M 0.63%
56,010
+18,060
50
$1.09M 0.63%
11,638
-25
1
2
3