CWM
CMH Wealth Management Portfolio holdings
AUM
$467M
1-Year Est. Return
14.56%
1 Year Est. Return
+14.56%
AUM
$467M
AUM Growth
-$2.39M
(-0.51%)
Holding
56
Top Buys
| 1 | +$4.54M | |
| 2 | +$2.68M | |
| 3 | +$1.93M | |
| 4 |
JPHY
JPMorgan Active High Yield ETF
JPHY
|
+$1.12M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$519K |
Top Sells
| 1 | +$11.3M | |
| 2 | +$11.2M | |
| 3 | +$2.02M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.08M |
| 5 |
Snowflake
SNOW
|
+$1.02M |
Sector Composition
| 1 | Technology | 22.19% |
| 2 | Consumer Discretionary | 9.04% |
| 3 | Communication Services | 8.72% |
| 4 | Industrials | 6.38% |
| 5 | Healthcare | 5.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.4B
| $251K | 0.05% |
2,098
-136
|
|
||
52
AbbVie
ABBV
$379B
| $234K | 0.05% |
1,023
-600
|
|
||
53
Invesco QQQ Trust
QQQ
$409B
| $219K | 0.05% |
356
-100
|
|
||
54
Adobe
ADBE
$122B
| – | – |
-32,046
|
|
||
|
FISV
55
Fiserv Inc
FISV
$35.7B
| – | – |
-86,676
|
|
||
56
Oracle
ORCL
$549B
| – | – |
-1,754
|
|