CWM
CMH Wealth Management Portfolio holdings
AUM
$467M
1-Year Est. Return
14.56%
1 Year Est. Return
+14.56%
AUM
$469M
AUM Growth
+$39.6M
(+9.2%)
Holding
59
Top Buys
| 1 | +$24.5M | |
| 2 | +$5.78M | |
| 3 | +$5.03M | |
| 4 |
Adobe
ADBE
|
+$4.62M |
| 5 |
Workday
WDAY
|
+$4.38M |
Top Sells
| 1 | +$8.06M | |
| 2 | +$6.91M | |
| 3 | +$6.1M | |
| 4 |
Target
TGT
|
+$5.98M |
| 5 |
Apple
AAPL
|
+$5.4M |
Sector Composition
| 1 | Technology | 27.42% |
| 2 | Consumer Discretionary | 8.55% |
| 3 | Communication Services | 7.06% |
| 4 | Industrials | 5.73% |
| 5 | Financials | 5.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AbbVie
ABBV
$379B
| $376K | 0.08% |
1,623
-3
|
|
||
52
Invesco QQQ Trust
QQQ
$409B
| $274K | 0.06% |
456
|
|
||
53
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.4B
| $268K | 0.06% |
2,234
-346
|
|
||
54
Moody's
MCO
$96.1B
| $254K | 0.05% |
533
|
|
||
55
JPMorgan Chase
JPM
$842B
| $253K | 0.05% |
803
-81
|
|
||
56
Air Products & Chemicals
APD
$59.5B
| – | – |
-717
|
|
||
57
Honeywell
HON
$139B
| – | – |
-29,681
|
|
||
|
58
Target
TGT
$50.4B
| – | – |
-60,619
|
|
||
59
UnitedHealth
UNH
$300B
| – | – |
-25,839
|
|