CWM

CMH Wealth Management Portfolio holdings

AUM $469M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.45M
3
+$1.11M
4
TJX icon
TJX Companies
TJX
+$1.04M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$797K

Top Sells

1
+$2.51M
2
+$2.09M
3
+$1.75M
4
DHR icon
Danaher
DHR
+$911K
5
COIN icon
Coinbase
COIN
+$407K

Sector Composition

1 Technology 18.66%
2 Communication Services 14.74%
3 Consumer Discretionary 9.54%
4 Financials 7.97%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.55M 1.49%
19,704
+298
27
$4.48M 1.47%
35,220
+752
28
$4.14M 1.36%
18,109
-9,146
29
$4.05M 1.33%
10,373
+268
30
$4.04M 1.32%
64,326
+1,440
31
$3.93M 1.29%
66,388
+1,190
32
$3.7M 1.21%
46,748
+3,223
33
$3.64M 1.19%
37,180
+476
34
$3.51M 1.15%
25,123
+481
35
$3.34M 1.1%
9,613
+428
36
$3.13M 1.03%
14,043
+357
37
$3.04M 1%
14,994
-18
38
$2.91M 0.96%
37,661
+1,735
39
$2.83M 0.93%
+63,513
40
$2.56M 0.84%
11,395
+458
41
$2.17M 0.71%
97,659
+935
42
$2.11M 0.69%
32,984
+3,384
43
$887K 0.29%
16,189
-2,473
44
$294K 0.1%
1,819
+496
45
$265K 0.09%
+970
46
$219K 0.07%
+1,477
47
– –
-22,424
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