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
$177M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$2.62M
3 +$2.33M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.37M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.1M

Top Sells

1 +$2.29M
2 +$1.76M
3 +$1.55M
4
AAPL icon
Apple
AAPL
+$1.19M
5
VFH icon
Vanguard Financials ETF
VFH
+$457K

Sector Composition

1 Technology 15.81%
2 Financials 11.94%
3 Communication Services 9.14%
4 Healthcare 7.79%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$198K 0.11%
679
52
-16,806