CWM
CMH Wealth Management Portfolio holdings
AUM
$430M
This Quarter Return
+12.9%
1 Year Return
+14.13%
3 Year Return
+83.45%
5 Year Return
+115.26%
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(-0.43%)
Cap. Flow
-$16.4M
Cap. Flow
% of AUM
-9.94%
Top 10 Holdings %
Top 10 Hldgs %
41.3%
Holding
67
New
8
Increased
35
Reduced
8
Closed
15
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$16.4M |
| 2 |
Constellation Brands
STZ
|
$2.73M |
| 3 |
Mastercard
MA
|
$2.34M |
| 4 |
Schlumberger
SLB
|
$2.04M |
| 5 |
UnitedHealth
UNH
|
$1.83M |
Top Sells
Sector Composition
| 1 | Technology | 14.79% |
| 2 | Financials | 12.13% |
| 3 | Consumer Discretionary | 9.41% |
| 4 | Communication Services | 9.12% |
| 5 | Healthcare | 8% |
