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
$166M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$6.15M
3
+$3.08M
4
DHR icon
Danaher
DHR
+$2.33M
5
JPM icon
JPMorgan Chase
JPM
+$2.24M

Top Sells

1
+$7.41M
2
+$6.15M
3
+$5.77M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.23M
5
SLB icon
SLB Limited
SLB
+$1.7M

Sector Composition

1 Technology 11.91%
2 Financials 8.62%
3 Consumer Discretionary 7.66%
4 Communication Services 7.33%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.45M 1.48%
25,063
+22,915
27
$2.35M 1.41%
17,122
+745
28
$2.33M 1.41%
+25,538
29
$2.22M 1.34%
8,895
-385
30
$2.21M 1.33%
49,390
+1,600
31
$2.17M 1.31%
28,100
+4,445
32
$2.14M 1.29%
+42,353
33
$2.09M 1.26%
11,774
+60
34
$2.05M 1.24%
31,845
-295
35
$1.94M 1.17%
40,400
36
$1.94M 1.17%
53,950
+8,460
37
$1.9M 1.14%
16,391
-1,692
38
$1.88M 1.13%
+18,667
39
$1.83M 1.11%
8,985
-110
40
$1.79M 1.08%
13,430
+735
41
$1.71M 1.03%
71,943
-19,815
42
$1.69M 1.02%
15,525
-1,890
43
$1.59M 0.96%
20,190
+5,765
44
$1.56M 0.94%
17,863
-1,470
45
$1.56M 0.94%
29,405
+440
46
$1.48M 0.89%
59,961
-1,590
47
$1.47M 0.88%
+26,125
48
$1.39M 0.84%
10,633
-2,535
49
$1.37M 0.82%
5,579
-5,916
50
$1.32M 0.8%
+395,000
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