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
$170M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$1.73M
3 +$1.48M
4
HON icon
Honeywell
HON
+$1.23M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$526K

Top Sells

1 +$2.4M
2 +$2.04M
3 +$1.14M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$899K
5
CARG icon
CarGurus
CARG
+$401K

Sector Composition

1 Technology 16.42%
2 Financials 12.49%
3 Communication Services 9.14%
4 Consumer Discretionary 7.69%
5 Healthcare 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,000
52
-8,333
53
-32,215