CCM

CWH Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 14.86%
This Fund
S&P 500
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
+$5.41M
2
+$4.87M
3
+$2.05M
4
KMI icon
Kinder Morgan
KMI
+$1.79M
5
SAVE
Spirit Airlines, Inc.
SAVE
+$1.74M

Top Sells

1
+$5.43M
2
+$2.92M
3
+$1.2M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$941K
5
VYX icon
NCR Voyix
VYX
+$928K

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
51
$217K 0.13%
2,904
+339
52
– –
-375
53
– –
-206,776
54
– –
-3,000
1 2
3