CWM

CMH Wealth Management Portfolio holdings

AUM $583M
1-Year Est. Return 20.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$711K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$2.62M
3
+$2.14M
4
SLB icon
SLB Ltd
SLB
+$2.02M
5
UNH icon
UnitedHealth
UNH
+$1.89M

Top Sells

1
+$11.2M
2
+$9.88M
3
+$6.18M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.15M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.68M

Sector Composition

1 Technology 14.79%
2 Financials 12.13%
3 Consumer Discretionary 9.41%
4 Communication Services 9.12%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.24%
+10,000
52
$241K 0.15%
+879
53
– –
-341,984
54
– –
-270
55
– –
-56,538
56
– –
-28,100
57
– –
-17,760
58
– –
-71,943
59
– –
-297,905
60
– –
-11,690
61
– –
-18,891
62
– –
-2,790
63
– –
-1,970
64
– –
-327
65
– –
-86,116
66
– –
-121,890
67
– –
-291,921
1 2
3