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
$406M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$2.48M
3 +$1.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$945K
5
MSFT icon
Microsoft
MSFT
+$677K

Top Sells

1 +$4.15M
2 +$3.72M
3 +$3.11M
4
AAPL icon
Apple
AAPL
+$426K
5
TSLA icon
Tesla
TSLA
+$393K

Sector Composition

1 Technology 26.48%
2 Consumer Discretionary 10.16%
3 Communication Services 7.96%
4 Healthcare 7.51%
5 Financials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,617