CWM

CMH Wealth Management Portfolio holdings

AUM $430M
1-Year Est. Return 14.13%
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
+$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.45M
3
+$1.11M
4
TJX icon
TJX Companies
TJX
+$1.04M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$797K

Top Sells

1
+$2.51M
2
+$2.09M
3
+$1.75M
4
DHR icon
Danaher
DHR
+$911K
5
COIN icon
Coinbase
COIN
+$407K

Sector Composition

1 Technology 18.66%
2 Communication Services 14.74%
3 Consumer Discretionary 9.54%
4 Financials 7.97%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.9M 6.84%
126,940
+8,840
2
$20M 6.56%
70,913
+2,584
3
$19.4M 6.38%
145,460
+5,960
4
$19.4M 6.35%
364,445
+8,105
5
$17.1M 5.62%
121,087
-12,383
6
$12.8M 4.21%
138,483
+3,701
7
$12.3M 4.05%
68,883
+2,944
8
$9.3M 3.05%
132,267
+1,769
9
$8.93M 2.93%
26,311
+1,189
10
$8.32M 2.73%
66,201
+3,044
11
$8.31M 2.73%
37,797
+5,057
12
$8.27M 2.71%
30,633
-3,376
13
$8.14M 2.67%
56,401
-359
14
$7.44M 2.44%
93,192
+726
15
$7.25M 2.38%
42,855
+3,734
16
$6.91M 2.27%
26,542
+607
17
$6.79M 2.23%
62,578
+3,744
18
$6.37M 2.09%
86,150
+2,227
19
$6.21M 2.04%
41,748
+615
20
$5.51M 1.81%
20,305
+575
21
$5.33M 1.75%
6,356
+67
22
$5.31M 1.74%
23,344
-1,790
23
$5.07M 1.66%
59,029
+1,335
24
$4.97M 1.63%
75,397
+15,712
25
$4.58M 1.5%
21,581
+582
1
2