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
$204M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$7.9M
3
+$6.25M
4
INTC icon
Intel
INTC
+$6.2M
5
GE icon
GE Aerospace
GE
+$5.93M

Top Sells

1
+$20.8M
2
+$6.13M
3
+$5.67M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$4.76M
5
BABA icon
Alibaba
BABA
+$3.58M

Sector Composition

1 Consumer Discretionary 9.88%
2 Financials 8.29%
3 Technology 6.18%
4 Communication Services 5.89%
5 Industrials 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$122K 0.06%
+10,786
52
– –
-21,718
53
– –
-196,750
54
– –
-204,600
55
– –
-1,340
56
– –
-52,540
57
– –
-104
1 2
3