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

Top Buys

1 +$3.51M
2 +$3.01M
3 +$2.81M
4
PG icon
Procter & Gamble
PG
+$2.63M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.01M

Top Sells

1 +$2.5M
2 +$2.49M
3 +$1.97M
4
MCD icon
McDonald's
MCD
+$1.97M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.81M

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
-11,895
52
-6,655