Campbell Wealth Management
CIK Number: 0001736648
1.11B
Market Value
69
# of Holdings
11 months
Avg. Holding Period
36.47%
Win Rate
-18.72%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab Strategi... | 23.07 | -1.89% | 5.11M | +100.00% | 346.67M | 22.62 | 30.88% | |
| 2 | Ishares Tr | 99.14 | -0.11% | 1.3M | +100.00% | 131.81M | 101.27 | 11.74% | |
| 3 | Schwab Strategi... | 22.50 | -0.29% | 2.21M | +100.00% | 102.18M | 23.08 | 9.10% | |
| 4 | Invesco Qqq Tr | 496.86 | -2.23% | 161.91K | +1.79% | 79.02M | 217.56 | 7.04% | |
| 5 | Vanguard Index ... | 395.15 | -2.61% | 190.11K | +100.00% | 72.99M | 383.93 | 6.50% |
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