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

Top Buys

1
+$3.97M
2
+$2.51M
3
+$1.01M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$949K
5
MSFT icon
Microsoft
MSFT
+$639K

Top Sells

1
+$4.15M
2
+$3.72M
3
+$3.08M
4
AAPL icon
Apple
AAPL
+$377K
5
TSLA icon
Tesla
TSLA
+$347K

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
1 2
3