CWM

CMH Wealth Management Portfolio holdings

AUM $469M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$2.76M
3
+$2.1M
4
CSCO icon
Cisco
CSCO
+$1.72M
5
RTX icon
RTX Corp
RTX
+$1.48M

Top Sells

1
+$2.53M
2
+$1.97M
3
+$1.96M
4
NKE icon
Nike
NKE
+$1.44M
5
PWB icon
Invesco Large Cap Growth ETF
PWB
+$1.28M

Sector Composition

1 Technology 8.64%
2 Communication Services 6.94%
3 Financials 6.41%
4 Healthcare 6.2%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$396K 0.27%
7,805
-11,460
52
$366K 0.25%
6,846
+270
53
$248K 0.17%
10,939
+509
54
– –
-55,145
55
– –
-11,083
56
– –
-1,050
57
– –
-2,100
58
– –
-22,640
59
– –
-2,000
1 2
3