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
$138M
AUM Growth
-$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.06M
3
+$2.02M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.17M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$244K

Top Sells

1
+$3.56M
2
+$3.46M
3
+$2.1M
4
KR icon
Kroger
KR
+$2.01M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.77M

Sector Composition

1 Real Estate 16.53%
2 Financials 14.93%
3 Consumer Discretionary 4.27%
4 Industrials 3.72%
5 Materials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-100,750
1 2
3