CWM
CMH Wealth Management Portfolio holdings
AUM
$430M
1-Year Est. Return
14.13%
1 Year Est. Return
+14.13%
AUM
$430M
AUM Growth
+$30.5M
(+7.6%)
Holding
60
Top Buys
| 1 | +$16M | |
| 2 | +$7.75M | |
| 3 | +$5.5M | |
| 4 |
MFSI
MFS Active International ETF
MFSI
|
+$3.92M |
| 5 |
UnitedHealth
UNH
|
+$3.74M |
Top Sells
| 1 | +$8.89M | |
| 2 | +$6.14M | |
| 3 | +$5.27M | |
| 4 |
Adobe
ADBE
|
+$4.33M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Moody's
MCO
$85.1B
| $267K | 0.06% |
533
|
|
||
52
JPMorgan Chase
JPM
$823B
| $256K | 0.06% |
884
-50
|
|
||
53
Invesco QQQ Trust
QQQ
$389B
| $252K | 0.06% |
456
|
|
||
54
Air Products & Chemicals
APD
$56.6B
| $202K | 0.05% |
717
|
|
||
55
Atmos Energy
ATO
$28.5B
| – | – |
-1,350
|
|
||
56
iShares Bitcoin Trust
IBIT
$84.8B
| – | – |
-7,183
|
|
||
57
Marathon Petroleum
MPC
$56.6B
| – | – |
-2,229
|
|
||
58
Progressive
PGR
$129B
| – | – |
-1,159
|
|
||
|
59
SPDR S&P Biotech ETF
XBI
$6.38B
| – | – |
-37,949
|
|
||
60
Zimmer Biomet
ZBH
$20.4B
| – | – |
-2,300
|
|