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
$277M
AUM Growth
-$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$5.72M
2 +$5.22M
3 +$5M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.73M
5
NFLX icon
Netflix
NFLX
+$3.53M

Top Sells

1 +$6.92M
2 +$4.02M
3 +$3.16M
4
COIN icon
Coinbase
COIN
+$3.06M
5
PYPL icon
PayPal
PYPL
+$2.77M

Sector Composition

1 Technology 20.93%
2 Communication Services 13.98%
3 Consumer Discretionary 12.23%
4 Healthcare 9.8%
5 Financials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,980
52
-2,515
53
-51,393
54
-46,683
55
-13,325