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
$430M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$7.75M
3
+$5.5M
4
MFSI
MFS Active International ETF
MFSI
+$3.92M
5
UNH icon
UnitedHealth
UNH
+$3.74M

Top Sells

1
+$8.89M
2
+$6.14M
3
+$5.27M
4
ADBE icon
Adobe
ADBE
+$4.33M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.08M

Sector Composition

1 Technology 26.73%
2 Consumer Discretionary 9.88%
3 Communication Services 6.93%
4 Industrials 6.12%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.61M 1.77%
38,463
-3,098
27
$7.49M 1.74%
27,420
+1,503
28
$7.34M 1.71%
18,963
-11,203
29
$7.14M 1.66%
157,427
-9,712
30
$7.01M 1.63%
19,745
-5,534
31
$7M 1.63%
12,453
-2,844
32
$6.91M 1.61%
29,681
-898
33
$6.9M 1.61%
28,913
-413
34
$6.88M 1.6%
43,556
-170
35
$6.74M 1.57%
146,774
+6,443
36
$6.38M 1.49%
45,044
-71
37
$6.21M 1.45%
46,072
+747
38
$5.98M 1.39%
60,619
-801
39
$5.5M 1.28%
+10,724
40
$5.36M 1.25%
121,976
-1,122
41
$4.21M 0.98%
47,240
-2,283
42
$4.2M 0.98%
14,940
-479
43
$3.92M 0.91%
+137,861
44
$3.71M 0.86%
59,190
-2,639
45
$2.82M 0.66%
42,995
-811
46
$1.32M 0.31%
2,718
-504
47
$456K 0.11%
2,864
-200
48
$427K 0.1%
2,797
-268
49
$302K 0.07%
1,626
+22
50
$280K 0.07%
+2,580
1
2
3