CWM

CMH Wealth Management Portfolio holdings

AUM $467M
1-Year Est. Return 14.56%
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$4.76M
3
+$1.54M
4
SNOW icon
Snowflake
SNOW
+$349K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$336K

Top Sells

1
+$6.92M
2
+$4M
3
+$3.2M
4
NOW icon
ServiceNow
NOW
+$2.87M
5
CRM icon
Salesforce
CRM
+$1.48M

Sector Composition

1 Technology 26.09%
2 Consumer Discretionary 9.66%
3 Communication Services 7.32%
4 Healthcare 6.77%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.2M 1.8%
7,603
-103
27
$6.96M 1.74%
25,917
-5,520
28
$6.82M 1.71%
42,830
-18,035
29
$6.62M 1.66%
45,325
-86
30
$6.48M 1.62%
30,579
+535
31
$6.41M 1.61%
61,420
+14,719
32
$6.41M 1.61%
140,331
+1,440
33
$6.37M 1.6%
167,139
-2,747
34
$5.52M 1.38%
29,326
-1
35
$5.29M 1.33%
123,098
+1,020
36
$5.26M 1.32%
45,115
+2,221
37
$4.74M 1.19%
43,726
+580
38
$4.48M 1.12%
49,523
+1,113
39
$3.91M 0.98%
15,419
-265
40
$3.72M 0.93%
61,829
-925
41
$3.08M 0.77%
37,949
-186
42
$2.78M 0.7%
43,806
-412
43
$1.72M 0.43%
3,222
-450
44
$522K 0.13%
3,064
45
$508K 0.13%
3,065
46
$336K 0.08%
+7,183
47
$336K 0.08%
1,604
-646
48
$328K 0.08%
1,159
49
$325K 0.08%
2,229
-660
50
$260K 0.07%
2,300
-402
1
2
3