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
$192M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.77M
3
+$3.77M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$3.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.36M

Top Sells

1
+$5.04M
2
+$1.86M
3
+$1.76M
4
STRL icon
Sterling Infrastructure
STRL
+$1.59M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$234K

Sector Composition

1 Real Estate 12.29%
2 Financials 9.68%
3 Consumer Discretionary 9.54%
4 Industrials 5.92%
5 Materials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,800
52
– –
-37,520
53
– –
-146,855
1 2
3