CWM

CMH Wealth Management Portfolio holdings

AUM $467M
1-Year Est. Return 14.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.56%
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
+$4.4M
2
+$2.33M
3
+$2.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.33M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.26M

Top Sells

1
+$2.29M
2
+$1.72M
3
+$1.53M
4
AAPL icon
Apple
AAPL
+$1.11M
5
VFH icon
Vanguard Financials ETF
VFH
+$451K

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
1 2
3