CWM
CMH Wealth Management Portfolio holdings
AUM
$430M
This Quarter Return
+1.84%
1 Year Return
+14.13%
3 Year Return
+83.45%
5 Year Return
+115.26%
10 Year Return
–
AUM
$114M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.34%
Holding
50
New
50
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco Large Cap Value ETF
PWV
|
$15.4M |
| 2 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$7.16M |
| 3 |
Amazon
AMZN
|
$5.06M |
| 4 |
Vanguard Financials ETF
VFH
|
$4.44M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$3.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 7.85% |
| 2 | Technology | 7.8% |
| 3 | Healthcare | 6.89% |
| 4 | Financials | 6.62% |
| 5 | Communication Services | 6.39% |
