Campbell Wealth Management
CIK Number: 0001736648
1.12B
Market Value
69
# of Holdings
13 months
Avg. Holding Period
35.29%
Win Rate
-5.94%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab Strategi... | 23.50 | +1.73% | 5.11M | +100.00% | 346.67M | 22.62 | 30.88% | |
| 2 | Ishares Tr | 96.69 | +0.84% | 1.30M | +100.00% | 131.81M | 101.27 | 11.74% | |
| 3 | Schwab Strategi... | 22.01 | +0.91% | 2.21M | +100.00% | 102.18M | 23.08 | 9.10% | |
| 4 | Invesco Qqq Tr | 516.56 | +2.27% | 161.91K | +1.79% | 79.02M | 217.56 | 7.04% | |
| 5 | Vanguard Index ... | 413.62 | +2.42% | 190.11K | +100.00% | 72.99M | 383.93 | 6.50% |
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