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
$191M
AUM Growth
-$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$5.69M
3
+$3.62M
4
SCHW icon
Charles Schwab
SCHW
+$1.53M
5
OUT icon
Outfront Media
OUT
+$1.49M

Top Sells

1
+$14.4M
2
+$8.4M
3
+$6.59M
4
MOS icon
The Mosaic Company
MOS
+$4.95M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.78M

Sector Composition

1 Consumer Discretionary 12.99%
2 Real Estate 12.91%
3 Financials 12.69%
4 Industrials 6.72%
5 Technology 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.37%
2,838
+114
27
$2.43M 1.27%
15,830
+500
28
$2.42M 1.27%
21,005
+2,833
29
$1.92M 1%
39,000
-284
30
$1.39M 0.73%
+27,705
31
$1.25M 0.65%
22,119
+3,446
32
$955K 0.5%
26,524
+3,724
33
$810K 0.42%
39,320
-2,280
34
$758K 0.4%
13,004
+1,075
35
$654K 0.34%
7,860
+391
36
$532K 0.28%
3,831
37
$514K 0.27%
72,475
+6,675
38
$446K 0.23%
2,790
+100
39
$432K 0.23%
11,797
40
$338K 0.18%
4,667
41
$337K 0.18%
8,155
-35
42
$332K 0.17%
1,908
43
$326K 0.17%
3,478
+1,050
44
$318K 0.17%
4,690
+200
45
$294K 0.15%
1,734
+70
46
$282K 0.15%
38,373
+1,000
47
$271K 0.14%
5,650
-145
48
$199K 0.1%
4,280
+580
49
$174K 0.09%
3,840
+300
50
$165K 0.09%
+1,000
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