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
$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 Limited
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
– –
-8,880
54
– –
-11,690
55
– –
-18,891
56
– –
-2,790
57
– –
-1,970
58
– –
-327
59
– –
-86,116
60
– –
-341,984
61
– –
-270
62
– –
-56,538
63
– –
-28,100
64
– –
-71,943
65
– –
-297,905
66
– –
-121,890
67
– –
-291,921
1 2
3