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

Top Buys

1
+$3.86M
2
+$1.65M
3
+$1.51M
4
MSFT icon
Microsoft
MSFT
+$993K
5
AMZN icon
Amazon
AMZN
+$877K

Top Sells

1
+$3.53M
2
+$2.43M
3
+$2.37M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$152K
5
MA icon
Mastercard
MA
+$42.3K

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
1 2
3