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
$425M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.47M
3
+$4.18M
4
TSLA icon
Tesla
TSLA
+$1.45M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$325K

Top Sells

1
+$3.59M
2
+$2.97M
3
+$2.85M
4
TTD icon
Trade Desk
TTD
+$377K
5
LLY icon
Eli Lilly
LLY
+$325K

Sector Composition

1 Technology 27.94%
2 Consumer Discretionary 10.54%
3 Healthcare 7.53%
4 Communication Services 7.2%
5 Financials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.57M 1.78%
7,973
-147
27
$7.25M 1.71%
40,374
-976
28
$7.14M 1.68%
45,785
-19,070
29
$7.06M 1.66%
25,689
-30
30
$6.77M 1.59%
13,078
+108
31
$6.76M 1.59%
43,894
-299
32
$6.7M 1.58%
29,044
-15,560
33
$6.37M 1.5%
64,429
-1,424
34
$6.11M 1.44%
29,550
+111
35
$6.04M 1.42%
128,794
+4,831
36
$5.74M 1.35%
59,594
-83
37
$5.38M 1.27%
90,917
-1,139
38
$5.2M 1.22%
+42,849
39
$4.99M 1.17%
32,795
-18,733
40
$4.64M 1.09%
47,277
+184
41
$4.56M 1.07%
17,516
+161
42
$4.47M 1.05%
+38,847
43
$3.13M 0.74%
48,888
+39
44
$1.07M 0.25%
2,322
45
$600K 0.14%
3,462
46
$493K 0.12%
3,043
-25
47
$477K 0.11%
2,927
-100
48
$445K 0.1%
2,254
49
$292K 0.07%
2,702
50
$257K 0.06%
526
1
2
3