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

Top Buys

1
+$1.96M
2
+$1.74M
3
+$903K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$737K
5
EOG icon
EOG Resources
EOG
+$525K

Top Sells

1
+$1.66M
2
+$1.56M
3
+$376K
4
MSFT icon
Microsoft
MSFT
+$142K
5
MCHP icon
Microchip Technology
MCHP
+$135K

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
1 2
3