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
$209M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$2.96M
3
+$2.56M
4
AAPL icon
Apple
AAPL
+$2.39M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.93M

Top Sells

1
+$2.5M
2
+$2.42M
3
+$1.97M
4
MCD icon
McDonald's
MCD
+$1.97M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.79M

Sector Composition

1 Technology 20.69%
2 Communication Services 11.05%
3 Consumer Discretionary 10.88%
4 Healthcare 7.72%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-66,550
52
– –
-25,838
1 2
3