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
$175M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$3.75M
3
+$1.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.91M
5
MSFT icon
Microsoft
MSFT
+$1.73M

Top Sells

1
+$5.04M
2
+$2.3M
3
+$2.05M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.67M
5
UNH icon
UnitedHealth
UNH
+$892K

Sector Composition

1 Technology 9.48%
2 Financials 7.42%
3 Consumer Discretionary 7.27%
4 Communication Services 6.9%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.61%
7,694
-490
52
$1.03M 0.59%
+22,090
53
$983K 0.56%
19,000
54
$649K 0.37%
12,745
+4,940
55
$378K 0.22%
7,136
+290
56
$226K 0.13%
+2,148
57
$216K 0.12%
+1,970
58
– –
-98,130
59
– –
-10,939
60
– –
-109,755
1 2
3