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

Top Buys

1 +$7.55M
2 +$2.22M
3 +$2.09M
4
FISV
Fiserv Inc
FISV
+$2.05M
5
AMZN icon
Amazon
AMZN
+$935K

Top Sells

1 +$7.69M
2 +$3.59M
3 +$3M
4
NOC icon
Northrop Grumman
NOC
+$2.36M
5
MCHP icon
Microchip Technology
MCHP
+$2.35M

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