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
$177M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.62M
3
+$2.33M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.37M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.1M

Top Sells

1
+$2.29M
2
+$1.76M
3
+$1.55M
4
AAPL icon
Apple
AAPL
+$1.19M
5
VFH icon
Vanguard Financials ETF
VFH
+$457K

Sector Composition

1 Technology 15.81%
2 Financials 11.94%
3 Communication Services 9.14%
4 Healthcare 7.79%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 1.63%
22,025
+419
27
$2.81M 1.59%
56,975
+1,295
28
$2.75M 1.56%
49,360
+545
29
$2.67M 1.51%
9,830
+100
30
$2.63M 1.49%
15,534
+145
31
$2.62M 1.48%
+24,465
32
$2.5M 1.42%
53,800
-70
33
$2.41M 1.37%
11,229
-245
34
$2.38M 1.35%
16,067
+260
35
$2.33M 1.32%
+45,850
36
$2.24M 1.27%
13,775
-5
37
$2.21M 1.25%
18,590
+828
38
$2.17M 1.23%
12,208
+725
39
$2M 1.13%
9,215
-7,145
40
$2M 1.13%
20,430
+245
41
$1.99M 1.13%
68,161
+2,630
42
$1.98M 1.12%
40,400
43
$1.97M 1.12%
19,025
+5
44
$1.79M 1.01%
410,400
+14,000
45
$1.69M 0.95%
22,698
+1,435
46
$1.57M 0.89%
24,275
-3,775
47
$1.52M 0.86%
13,611
+735
48
$1.31M 0.74%
17,361
-2,191
49
$1.27M 0.72%
59,500
+1,110
50
$1.19M 0.67%
22,228
+1,738
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