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
$406M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.48M
3
+$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$945K
5
MSFT icon
Microsoft
MSFT
+$677K

Top Sells

1
+$4.15M
2
+$3.72M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$426K
5
TSLA icon
Tesla
TSLA
+$393K

Sector Composition

1 Technology 26.48%
2 Consumer Discretionary 10.16%
3 Communication Services 7.96%
4 Healthcare 7.51%
5 Financials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.1M 1.75%
58,231
+20,359
27
$6.97M 1.71%
15,792
+173
28
$6.97M 1.71%
13,679
+295
29
$6.75M 1.66%
25,719
-678
30
$6.44M 1.59%
44,193
+1,058
31
$6.39M 1.57%
8,120
-15
32
$6.29M 1.55%
29,439
+978
33
$6.16M 1.52%
41,350
-400
34
$6.11M 1.5%
65,853
+295
35
$5.91M 1.45%
43,735
+2,268
36
$5.59M 1.38%
123,963
-1,576
37
$5.27M 1.3%
59,677
-798
38
$5.16M 1.27%
92,056
+1,642
39
$4.28M 1.05%
17,355
-65
40
$3.99M 0.98%
47,093
+417
41
$2.89M 0.71%
48,849
+194
42
$945K 0.23%
+2,322
43
$571K 0.14%
+3,462
44
$525K 0.13%
+3,027
45
$448K 0.11%
+3,068
46
$387K 0.1%
+2,254
47
$294K 0.07%
+2,702
48
$252K 0.06%
526
-12
49
$224K 0.06%
+533
50
– –
-76,606
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