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
$234M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.85M
2 +$1.71M
3 +$1.53M
4
MSFT icon
Microsoft
MSFT
+$995K
5
AMZN icon
Amazon
AMZN
+$875K

Top Sells

1 +$3.53M
2 +$2.43M
3 +$2.01M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$155K
5
MA icon
Mastercard
MA
+$44K

Sector Composition

1 Technology 19.68%
2 Communication Services 11.9%
3 Consumer Discretionary 11.8%
4 Healthcare 7.46%
5 Financials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-371,480