CAMPBELL WEALTH MANAGEMENT

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Campbell Wealth Management is based out of Alexandria. Campbell Wealth Management is a large advisory firm with 393 clients and discretionary assets under management (AUM) of $366,960,204 (Form ADV from 2019-03-27). Their last reported 13F filing for Q1 2019 included $376,095,000 in managed 13F securities and a top 10 holdings concentration of 87.99%. Campbell Wealth Management's largest holding is Schwab U.S. Large-Cap ETF with shares held of 1,391,850. Whalewisdom has at least 2 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $376.095 Million
  • Prior Market Value $324.01 Million
  • New Purchases10 stocks
  • Additional Purchases27 stocks
  • Sold out of3 stocks
  • Reduced holdings in14 stocks
  • Top 10 Holdings % 87.99 %
  • Turnover % [1]:22.81%
  • Turnover Alt % [2]: 8.39 %
  • Time Held Top20:1.00 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.82 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 3.52%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CAMPBELL WEALTH MANAGEMENT, INC.
330 JOHN CARLYLE STREET SUITE 400
ALEXANDRIA VA    22314
Country: United States

Business Phone: 703-535-5300
Fax: 703-535-5317
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: VA
Number of employees: 22
Other Business Activities: registered representative of a broker-dealer,insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,WORKSHOPS AND SEMINARS
Amount of client funds and securities: 139,972,000
Total Number of Clients: 393
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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