CWM

CMH Wealth Management Portfolio holdings

AUM $583M
1-Year Est. Return 20.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.48M
3
+$4.22M
4
TSLA icon
Tesla
TSLA
+$1.26M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$319K

Top Sells

1
+$3.57M
2
+$3.21M
3
+$2.84M
4
TTD icon
Trade Desk
TTD
+$343K
5
LLY icon
Eli Lilly
LLY
+$330K

Sector Composition

1 Technology 27.94%
2 Consumer Discretionary 10.54%
3 Healthcare 7.53%
4 Communication Services 7.2%
5 Financials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$253K 0.06%
533
52
$213K 0.05%
+717
53
$205K 0.05%
+974
1 2
3