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
$165M
AUM Growth
-$711K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.73M
3
+$2.34M
4
SLB icon
SLB Ltd
SLB
+$2.04M
5
UNH icon
UnitedHealth
UNH
+$1.83M

Top Sells

1
+$11.2M
2
+$10M
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
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-11,690
54
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-18,891
55
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-2,790
56
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-1,970
57
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-327
58
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-86,116
59
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-341,984
60
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-270
61
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-56,538
62
– –
-28,100
63
– –
-8,880
64
– –
-71,943
65
– –
-297,905
66
– –
-121,890
67
– –
-291,921
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