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
$165M
AUM Growth
-$711K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.73M
3
+$2.34M
4
SLB icon
SLB Limited
SLB
+$2.04M
5
UNH icon
UnitedHealth
UNH
+$1.83M

Top Sells

1
+$11.2M
2
+$10M
3
+$6.18M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.15M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.68M

Sector Composition

1 Technology 14.79%
2 Financials 12.13%
3 Consumer Discretionary 9.41%
4 Communication Services 9.12%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 1.56%
23,206
+19
27
$2.57M 1.56%
16,242
-880
28
$2.42M 1.47%
27,283
+14,010
29
$2.4M 1.45%
32,215
+370
30
$2.34M 1.42%
+9,925
31
$2.3M 1.39%
12,089
+315
32
$2.27M 1.38%
54,830
+880
33
$2.19M 1.33%
13,900
+470
34
$2.1M 1.27%
12,608
+1,975
35
$2.1M 1.27%
17,005
+1,480
36
$2.07M 1.25%
20,345
+155
37
$2.04M 1.24%
+46,825
38
$1.98M 1.2%
26,475
+350
39
$1.97M 1.19%
20,693
+2,830
40
$1.96M 1.19%
40,400
41
$1.81M 1.1%
65,526
+5,565
42
$1.79M 1.08%
399,000
+4,000
43
$1.75M 1.06%
+29,315
44
$1.73M 1.05%
13,346
-3,045
45
$1.71M 1.04%
29,430
+25
46
$1.57M 0.95%
19,506
-14,095
47
$1.32M 0.8%
8,334
+230
48
$1.17M 0.71%
22,490
-192,175
49
$1.16M 0.7%
+56,440
50
$899K 0.54%
8,333
-10,334
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