CCM

CWH Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.17M
3
+$7.91M
4
VZ icon
Verizon
VZ
+$5.53M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.69%
2 Financials 9.5%
3 Energy 6.32%
4 Real Estate 6.01%
5 Healthcare 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.54%
+47,844
27
$1.54M 1.32%
+18,715
28
$1.54M 1.32%
+26,982
29
$1.47M 1.26%
+49,226
30
$1.39M 1.19%
+37,284
31
$1.21M 1.04%
+40,945
32
$965K 0.83%
+21,520
33
$889K 0.76%
+146,857
34
$868K 0.74%
+9,469
35
$738K 0.63%
+18,830
36
$661K 0.57%
+60,000
37
$454K 0.39%
+22,652
38
$374K 0.32%
+12,560
39
$334K 0.29%
+22,110
40
$288K 0.25%
+3,831
41
$261K 0.22%
+6,225
42
$260K 0.22%
+2,186
43
$253K 0.22%
+9,513
44
$223K 0.19%
+5,345
45
$52K 0.04%
+610
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