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
$238M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.52M
3
+$5.16M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.04M
5
WAB icon
Wabtec
WAB
+$4M

Top Sells

1
+$6.2M
2
+$4.42M
3
+$2.61M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.04M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$1.56M

Sector Composition

1 Consumer Discretionary 10.02%
2 Communication Services 8.07%
3 Financials 7.39%
4 Industrials 3.5%
5 Technology 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-132,002
52
– –
-12,778
53
– –
-10,786
1 2
3