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
$170M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.8M
3
+$1.96M
4
KMI icon
Kinder Morgan
KMI
+$1.64M
5
SAVE
Spirit Airlines, Inc.
SAVE
+$1.59M

Top Sells

1
+$5.31M
2
+$2.92M
3
+$1.18M
4
VYX icon
NCR Voyix
VYX
+$926K
5
DIV icon
Global X SuperDividend US ETF
DIV
+$889K

Sector Composition

1 Real Estate 11.57%
2 Financials 8.15%
3 Technology 7.94%
4 Communication Services 6.84%
5 Energy 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.44%
35,988
-1,556
27
$2.25M 1.32%
49,120
+33,715
28
$2.1M 1.24%
106,450
-537
29
$2M 1.18%
18,025
-45
30
$1.89M 1.11%
102,152
-50,180
31
$1.78M 1.05%
40,424
+2,260
32
$1.72M 1.01%
19,334
+509
33
$1.62M 0.96%
18,846
-40
34
$1.4M 0.83%
21,058
-2,005
35
$1.34M 0.79%
23,265
-140
36
$1.21M 0.71%
28,636
-10,624
37
$999K 0.59%
20,844
+1,454
38
$945K 0.56%
30,124
+1,784
39
$926K 0.54%
9,500
-200
40
$910K 0.54%
16,980
41
$715K 0.42%
65,800
42
$366K 0.22%
3,831
43
$335K 0.2%
6,045
44
$331K 0.19%
8,345
+400
45
$329K 0.19%
22,076
46
$325K 0.19%
11,047
-1,513
47
$317K 0.19%
41,373
48
$292K 0.17%
3,600
49
$283K 0.17%
2,099
-50
50
$218K 0.13%
8,200
-23
1
2
3