CWM

CMH Wealth Management Portfolio holdings

AUM $469M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.51M
3
+$8.75M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$4.97M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$4.97M

Top Sells

1
+$7.42M
2
+$3.74M
3
+$3.7M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$3.68M
5
PYPL icon
PayPal
PYPL
+$2.97M

Sector Composition

1 Technology 18.45%
2 Healthcare 10.27%
3 Communication Services 8.72%
4 Industrials 7.49%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-54,684
52
– –
-34,486
53
– –
-76,638
54
– –
-23,719
1 2
3