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
$128M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.58M
3
+$4.41M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.99M
5
VDE icon
Vanguard Energy ETF
VDE
+$2.52M

Top Sells

1
+$3.03M
2
+$1.78M
3
+$1.59M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.33M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.25M

Sector Composition

1 Consumer Discretionary 7.28%
2 Healthcare 6.69%
3 Communication Services 6.03%
4 Technology 6.02%
5 Financials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-57,785
52
– –
-3,300
53
– –
-42,905
54
– –
-18,365
55
– –
-21,670
1 2
3