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
$265M
AUM Growth
-$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$7.05M
2 +$2.33M
3 +$2.13M
4
DIS icon
Walt Disney
DIS
+$2.09M
5
AMZN icon
Amazon
AMZN
+$913K

Top Sells

1 +$7.69M
2 +$3.42M
3 +$2.71M
4
LOW icon
Lowe's Companies
LOW
+$2.45M
5
MCHP icon
Microchip Technology
MCHP
+$2.45M

Sector Composition

1 Technology 17.34%
2 Communication Services 13.39%
3 Consumer Discretionary 9.93%
4 Healthcare 8.2%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-48,282
52
-4,000