CWM

CMH Wealth Management Portfolio holdings

AUM $467M
1-Year Est. Return 14.56%
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
-$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$4.76M
3
+$1.54M
4
SNOW icon
Snowflake
SNOW
+$349K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$336K

Top Sells

1
+$6.92M
2
+$4M
3
+$3.2M
4
NOW icon
ServiceNow
NOW
+$2.87M
5
CRM icon
Salesforce
CRM
+$1.48M

Sector Composition

1 Technology 26.09%
2 Consumer Discretionary 9.66%
3 Communication Services 7.32%
4 Healthcare 6.77%
5 Financials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 0.06%
533
52
$229K 0.06%
934
-40
53
$214K 0.05%
456
-70
54
$211K 0.05%
717
55
$209K 0.05%
+1,350
56
– –
-14,261
1 2
3