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
$430M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$7.75M
3
+$5.5M
4
MFSI
MFS Active International ETF
MFSI
+$3.92M
5
UNH icon
UnitedHealth
UNH
+$3.74M

Top Sells

1
+$8.89M
2
+$6.14M
3
+$5.27M
4
ADBE icon
Adobe
ADBE
+$4.33M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.08M

Sector Composition

1 Technology 26.73%
2 Consumer Discretionary 9.88%
3 Communication Services 6.93%
4 Industrials 6.12%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$267K 0.06%
533
52
$256K 0.06%
884
-50
53
$252K 0.06%
456
54
$202K 0.05%
717
55
– –
-1,350
56
– –
-7,183
57
– –
-2,229
58
– –
-1,159
59
– –
-37,949
60
– –
-2,300
1 2
3