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
$273M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$7.69M
2 +$4.12M
3 +$1.98M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.15M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$693K

Top Sells

1 +$4.78M
2 +$2.11M
3 +$691K
4
DIS icon
Walt Disney
DIS
+$424K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$294K

Sector Composition

1 Technology 19.57%
2 Communication Services 12.47%
3 Consumer Discretionary 10.97%
4 Healthcare 7.55%
5 Industrials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$232K 0.09%
1,000
-986