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
$469M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$5.11M
3
+$4.86M
4
ADBE icon
Adobe
ADBE
+$4.69M
5
WDAY icon
Workday
WDAY
+$4.21M

Top Sells

1
+$8.06M
2
+$6.91M
3
+$5.98M
4
AAPL icon
Apple
AAPL
+$4.79M
5
TSLA icon
Tesla
TSLA
+$4.76M

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
$376K 0.08%
1,623
-3
52
$274K 0.06%
456
53
$268K 0.06%
2,234
-346
54
$254K 0.05%
533
55
$253K 0.05%
803
-81
56
– –
-717
57
– –
-31,492
58
– –
-60,619
59
– –
-25,839
1 2
3