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
$325M
AUM Growth
-$6.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.92M
2 +$5.41M
3 +$3.16M
4
BA icon
Boeing
BA
+$2.76M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.71M

Top Sells

1 +$7.51M
2 +$4.56M
3 +$2.53M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.39M
5
VDE icon
Vanguard Energy ETF
VDE
+$1.94M

Sector Composition

1 Technology 18.85%
2 Communication Services 12.34%
3 Consumer Discretionary 10.03%
4 Financials 9.14%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$304K 0.09%
+5,700
52
-62,983
53
-50,677