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
$273M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$4.12M
3
+$1.98M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.15M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$693K

Top Sells

1
+$4.78M
2
+$2.11M
3
+$691K
4
DIS icon
Walt Disney
DIS
+$424K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$294K

Sector Composition

1 Technology 19.57%
2 Communication Services 12.47%
3 Consumer Discretionary 10.97%
4 Healthcare 7.55%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 1.53%
39,079
-1,356
27
$4.12M 1.51%
+57,609
28
$4.08M 1.49%
59,765
+748
29
$3.68M 1.35%
16,523
+1,503
30
$3.47M 1.27%
47,876
-2,500
31
$3.37M 1.23%
38,021
-23,818
32
$3.35M 1.23%
24,046
-4
33
$3.25M 1.19%
9,265
-149
34
$3.14M 1.15%
8,792
-157
35
$2.9M 1.06%
33,113
+7,906
36
$2.85M 1.05%
13,054
+187
37
$2.8M 1.03%
16,588
+368
38
$2.46M 0.9%
35,690
-1,618
39
$2.45M 0.9%
10,769
-442
40
$2.36M 0.87%
7,751
+40
41
$2.26M 0.83%
99,889
-12,085
42
$2.21M 0.81%
15,397
-186
43
$2.05M 0.75%
9,628
+306
44
$1.74M 0.64%
27,715
-875
45
$1.38M 0.5%
4,000
-390
46
$1.1M 0.4%
19,890
+330
47
$680K 0.25%
3,470
48
$518K 0.19%
10,400
49
$480K 0.18%
7,000
-540
50
$241K 0.09%
1,533
+200
1
2
3