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
$195M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.92M
3 +$913K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$738K
5
EOG icon
EOG Resources
EOG
+$600K

Top Sells

1 +$1.85M
2 +$1.7M
3 +$429K
4
MSFT icon
Microsoft
MSFT
+$153K
5
MCHP icon
Microchip Technology
MCHP
+$146K

Sector Composition

1 Technology 17.08%
2 Financials 12.04%
3 Healthcare 8.6%
4 Communication Services 8.49%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$913K 0.47%
+8,332
52
$123K 0.06%
379
-300