CWM
Compass Wealth Management Portfolio holdings
AUM
$448M
1-Year Est. Return
20.65%
1 Year Est. Return
+20.65%
AUM
$448M
AUM Growth
+$28M
(+6.7%)
Holding
154
Top Buys
| 1 | +$1.68M | |
| 2 | +$1.46M | |
| 3 | +$1.31M | |
| 4 |
Pool Corp
POOL
|
+$932K |
| 5 |
VF Corp
VFC
|
+$590K |
Top Sells
| 1 | +$4.72M | |
| 2 | +$2.93M | |
| 3 | +$1.91M | |
| 4 |
Advanced Energy
AEIS
|
+$1.07M |
| 5 |
BWX Technologies
BWXT
|
+$657K |
Sector Composition
| 1 | Technology | 23.58% |
| 2 | Industrials | 12.37% |
| 3 | Financials | 11.81% |
| 4 | Healthcare | 10.66% |
| 5 | Consumer Discretionary | 7.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Southwest Airlines
LUV
$18B
| – | – |
-6,305
|
|
||
152
Airbnb
ABNB
$72B
| – | – |
-2,500
|
|