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
$583M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.6M
3
+$8.53M
4
JPM icon
JPMorgan Chase
JPM
+$7.68M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.07M

Top Sells

1
+$7.18M
2
+$5.62M
3
+$4.54M
4
WDAY icon
Workday
WDAY
+$3.88M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$3.55M

Sector Composition

1 Technology 16.62%
2 Industrials 10.67%
3 Financials 7.67%
4 Healthcare 7.1%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
101
Coca-Cola
KO
$326B
$373K 0.06%
+4,875
PLTR icon
102
Palantir
PLTR
$350B
$306K 0.05%
+2,090
IBIT icon
103
iShares Bitcoin Trust
IBIT
$60.9B
$300K 0.05%
+7,799
VV icon
104
Vanguard Large-Cap ETF
VV
$49.8B
$299K 0.05%
+1,000
UPS icon
105
United Parcel Service
UPS
$90.4B
$289K 0.05%
+2,935
HD icon
106
Home Depot
HD
$348B
$287K 0.05%
+874
ORCL icon
107
Oracle
ORCL
$503B
$271K 0.05%
+1,843
VGT icon
108
Vanguard Information Technology ETF
VGT
$121B
$269K 0.05%
+385
GKOS icon
109
Glaukos
GKOS
$7.3B
$262K 0.05%
+2,438
NKE icon
110
Nike
NKE
$68.2B
$248K 0.04%
+4,650
MCO icon
111
Moody's
MCO
$81.1B
$233K 0.04%
533
VO icon
112
Vanguard Mid-Cap ETF
VO
$98.6B
$229K 0.04%
+796
NEE icon
113
NextEra Energy
NEE
$192B
$224K 0.04%
+2,407
ABBV icon
114
AbbVie
ABBV
$369B
– –
-1,023
IHI icon
115
iShares US Medical Devices ETF
IHI
$3.29B
– –
-57,055
META icon
116
Meta Platforms (Facebook)
META
$1.75T
– –
-6,882
SNPS icon
117
Synopsys
SNPS
$86.1B
– –
-15,279
TTD icon
118
Trade Desk
TTD
$10.6B
– –
-82,067
WDAY icon
119
Workday
WDAY
$31.8B
– –
-18,071
XLY icon
120
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
– –
-2,098
1 2 3 4
5