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

Top Buys

1
+$5.33M
2
+$5.28M
3
+$4.19M
4
VDE icon
Vanguard Energy ETF
VDE
+$3.95M
5
PANW icon
Palo Alto Networks
PANW
+$3.63M

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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-29,865
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
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-33,962
60
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-78,090
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3