CWM
CMH Wealth Management Portfolio holdings
AUM
$467M
1-Year Est. Return
14.56%
This Fund
S&P 500
1 Year Est. Return
+14.56%
AUM
$469M
AUM Growth
+$39.6M
(+9.2%)
Holding
59
Top Buys
| 1 | +$24.3M | |
| 2 | +$5.11M | |
| 3 | +$4.86M | |
| 4 |
Adobe
ADBE
|
+$4.69M |
| 5 |
Workday
WDAY
|
+$4.21M |
Top Sells
| 1 | +$8.06M | |
| 2 | +$6.91M | |
| 3 | +$5.98M | |
| 4 |
Apple
AAPL
|
+$4.79M |
| 5 |
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
AbbVie
ABBV
$411B
| $376K | 0.08% |
1,623
-3
|
|
||
52
Invesco QQQ Trust
QQQ
$400B
| $274K | 0.06% |
456
|
|
||
53
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.5B
| $268K | 0.06% |
2,234
-346
|
|
||
54
Moody's
MCO
$83.8B
| $254K | 0.05% |
533
|
|
||
55
JPMorgan Chase
JPM
$797B
| $253K | 0.05% |
803
-81
|
|
||
56
Air Products & Chemicals
APD
$61.3B
| – | – |
-717
|
|
||
57
Honeywell
HON
$154B
| – | – |
-29,681
|
|
||
58
Target
TGT
$54.3B
| – | – |
-60,619
|
|
||
59
UnitedHealth
UNH
$261B
| – | – |
-25,839
|
|