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
$135M
AUM Growth
+$9.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$1.91M
3 +$1.49M
4
CVS icon
CVS Health
CVS
+$1.06M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$734K

Top Sells

1 +$6.09M
2 +$5.85M
3 +$1.34M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
CRM icon
Salesforce
CRM
+$779K

Sector Composition

1 Healthcare 8%
2 Communication Services 7.88%
3 Technology 7.27%
4 Financials 5.96%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-120,689
52
-23,550
53
-285,200
54
-34,720
55
-62,275