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
$246M
AUM Growth
+$8.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.83M
3
+$3.98M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.42M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.14M

Top Sells

1
+$8.18M
2
+$4.49M
3
+$4.41M
4
SCHW icon
Charles Schwab
SCHW
+$1.38M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.08M

Sector Composition

1 Financials 8.18%
2 Communication Services 7.82%
3 Consumer Discretionary 5.56%
4 Healthcare 3.83%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-33,760
1 2
3