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
$171M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$7.69M
2
+$7.15M
3
+$6.56M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$5.9M
5
PANW icon
Palo Alto Networks
PANW
+$4.64M

Top Sells

1
+$8.76M
2
+$8.43M
3
+$5.14M
4
XYZ
Block Inc
XYZ
+$4.88M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.68M

Sector Composition

1 Technology 18.68%
2 Communication Services 11.6%
3 Consumer Discretionary 11.46%
4 Healthcare 10.43%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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-8,332
53
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54
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-54,600
55
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-27,200
56
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-122,675
57
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-15,655
58
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-379
59
– –
-33,962
60
– –
-78,090
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3