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
$125M
AUM Growth
-$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$2.35M
3 +$2.07M
4
EW icon
Edwards Lifesciences
EW
+$1.76M
5
SLB icon
SLB Limited
SLB
+$1.07M

Top Sells

1 +$4.41M
2 +$3.03M
3 +$1.76M
4
VDE icon
Vanguard Energy ETF
VDE
+$1.34M
5
BAX icon
Baxter International
BAX
+$1.26M

Sector Composition

1 Communication Services 8.25%
2 Healthcare 7.48%
3 Consumer Discretionary 7.32%
4 Financials 6.72%
5 Technology 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-23,497
52
-12,705
53
-142,625
54
-31,527