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
$190M
AUM Growth
-$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$5.26M
3
+$2.75M
4
FDX icon
FedEx
FDX
+$2.28M
5
WAB icon
Wabtec
WAB
+$1.95M

Top Sells

1
+$5.16M
2
+$4.38M
3
+$4.17M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.15M
5
LNG icon
Cheniere Energy
LNG
+$3.79M

Sector Composition

1 Industrials 9.61%
2 Financials 8.08%
3 Technology 7.79%
4 Communication Services 6.79%
5 Healthcare 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,324
52
– –
-75,000
53
– –
-348,038
1 2
3