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
$164M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$8.1M
3 +$5.57M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$5.21M
5
BLDR icon
Builders FirstSource
BLDR
+$4.23M

Top Sells

1 +$19.2M
2 +$5.79M
3 +$3.35M
4
BOH icon
Bank of Hawaii
BOH
+$1.47M
5
WAFD icon
WaFd
WAFD
+$1M

Sector Composition

1 Financials 14.84%
2 Real Estate 12.99%
3 Consumer Discretionary 6.99%
4 Industrials 6.6%
5 Materials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,700