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
$151M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.31M
3
+$1.9M
4
TJX icon
TJX Companies
TJX
+$1.67M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.52M

Top Sells

1
+$1.63M
2
+$1.49M
3
+$1.46M
4
KHC icon
Kraft Heinz
KHC
+$1.18M
5
SLB icon
SLB Limited
SLB
+$1.11M

Sector Composition

1 Communication Services 8.33%
2 Consumer Discretionary 7.34%
3 Technology 7.29%
4 Healthcare 6.7%
5 Financials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.16%
2,000
52
$228K 0.15%
+10,430
53
$227K 0.15%
2,100
54
$197K 0.13%
+1,050
55
– –
-44,460
56
– –
-15,113
57
– –
-16,020
58
– –
-70,470
59
– –
-23,605
1 2
3