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
$220M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$3.56M
3
+$959K
4
QCOM icon
Qualcomm
QCOM
+$463K
5
TSLA icon
Tesla
TSLA
+$367K

Top Sells

1
+$6.28M
2
+$3.84M
3
+$1.45M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$606K
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$464K

Sector Composition

1 Industrials 10.84%
2 Technology 10.5%
3 Financials 7.7%
4 Communication Services 5.56%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMI icon
51
Cummins
CMI
$69.9B
$339K 0.15%
+1,604
AVGO icon
52
Broadcom
AVGO
$1.61T
$334K 0.15%
9,170
+2,550
GOOG icon
53
Alphabet (Google) Class C
GOOG
$3.72T
$329K 0.15%
4,480
LEG icon
54
Leggett & Platt
LEG
$1.51B
$328K 0.15%
+7,973
SCHF icon
55
Schwab International Equity ETF
SCHF
$53.3B
$325K 0.15%
20,684
-986
EMN icon
56
Eastman Chemical
EMN
$7.25B
$322K 0.15%
4,119
+1,108
HPQ icon
57
HP
HPQ
$21.4B
$320K 0.15%
16,845
+4,901
UNP icon
58
Union Pacific
UNP
$139B
$320K 0.15%
+1,625
CAT icon
59
Caterpillar
CAT
$270B
$319K 0.15%
+2,136
TXN icon
60
Texas Instruments
TXN
$160B
$318K 0.14%
2,225
+617
ETN icon
61
Eaton
ETN
$123B
$316K 0.14%
+3,100
EVR icon
62
Evercore
EVR
$13.2B
$316K 0.14%
+4,830
AQN icon
63
Algonquin Power & Utilities
AQN
$4.73B
$307K 0.14%
+21,144
SPEM icon
64
SPDR Portfolio Emerging Markets ETF
SPEM
$15.5B
$306K 0.14%
8,361
-495
LYB icon
65
LyondellBasell Industries
LYB
$13.9B
$305K 0.14%
4,332
+1,265
EXR icon
66
Extra Space Storage
EXR
$27.6B
$300K 0.14%
+2,807
T icon
67
AT&T
T
$171B
$294K 0.13%
13,666
+3,901
MS icon
68
Morgan Stanley
MS
$281B
$292K 0.13%
6,031
+1,614
BRK.B icon
69
Berkshire Hathaway Class B
BRK.B
$1.07T
$287K 0.13%
1,347
-54
TROW icon
70
T. Rowe Price
TROW
$22.5B
$285K 0.13%
+2,226
PNC icon
71
PNC Financial Services
PNC
$82.4B
$279K 0.13%
+2,536
NTAP icon
72
NetApp
NTAP
$22.2B
$277K 0.13%
+6,322
DGRW icon
73
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16B
$276K 0.13%
+5,569
BMY icon
74
Bristol-Myers Squibb
BMY
$110B
$274K 0.12%
+4,542
PEY icon
75
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.04B
$268K 0.12%
18,638
+5,899
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3
4