CWM
CMH Wealth Management Portfolio holdings
AUM
$430M
1-Year Est. Return
14.13%
1 Year Est. Return
+14.13%
AUM
$399M
AUM Growth
-$37.5M
(-8.6%)
Holding
56
Top Buys
| 1 | +$8.06M | |
| 2 | +$4.76M | |
| 3 | +$1.54M | |
| 4 |
Snowflake
SNOW
|
+$349K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$336K |
Top Sells
| 1 | +$6.92M | |
| 2 | +$4M | |
| 3 | +$3.2M | |
| 4 |
ServiceNow
NOW
|
+$2.87M |
| 5 |
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
Moody's
MCO
$84.5B
| $248K | 0.06% |
533
|
|
||
52
JPMorgan Chase
JPM
$810B
| $229K | 0.06% |
934
-40
|
|
||
53
Invesco QQQ Trust
QQQ
$384B
| $214K | 0.05% |
456
-70
|
|
||
54
Air Products & Chemicals
APD
$56.4B
| $211K | 0.05% |
717
|
|
||
55
Atmos Energy
ATO
$28.3B
| $209K | 0.05% |
+1,350
|
|
||
56
Synopsys
SNPS
$83.1B
| – | – |
-14,261
|
|