CWP
CFM Wealth Partners Portfolio holdings
AUM
$689M
1-Year Est. Return
27.63%
1 Year Est. Return
+27.63%
AUM
$689M
AUM Growth
+$60.5M
(+9.6%)
Holding
152
Top Buys
| 1 | +$5.36M | |
| 2 | +$2.14M | |
| 3 | +$1.55M | |
| 4 |
Coinbase
COIN
|
+$1.11M |
| 5 |
BMNR
BitMine Immersion Technologies
BMNR
|
+$1.06M |
Top Sells
| 1 | +$5.18M | |
| 2 | +$3.56M | |
| 3 | +$1.92M | |
| 4 |
Tesla
TSLA
|
+$1.03M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$825K |
Sector Composition
| 1 | Technology | 38.87% |
| 2 | Communication Services | 10.94% |
| 3 | Financials | 9.35% |
| 4 | Consumer Discretionary | 9.32% |
| 5 | Energy | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.36T
| $106M | 15.43% |
569,522
+65
|
|
||
2
Apple
AAPL
$4.17T
| $73.6M | 10.68% |
289,019
-1,052
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.82T
| $33M | 4.79% |
135,607
+1,198
|
|
||
4
Microsoft
MSFT
$3.63T
| $26.6M | 3.87% |
51,423
+981
|
|
||
5
Amazon
AMZN
$2.51T
| $24.2M | 3.52% |
110,289
+2,084
|
|
||
6
Meta Platforms (Facebook)
META
$1.62T
| $21.7M | 3.15% |
29,582
+2,908
|
|
||
7
Visa
V
$640B
| $15.7M | 2.28% |
46,097
+657
|
|
||
8
Palo Alto Networks
PANW
$131B
| $15.7M | 2.28% |
77,045
+7,631
|
|
||
9
O'Reilly Automotive
ORLY
$86B
| $15.1M | 2.19% |
140,015
+2,454
|
|
||
10
Philip Morris
PM
$244B
| $14.5M | 2.11% |
89,631
|
|
||
11
Williams Companies
WMB
$74.9B
| $14.3M | 2.07% |
225,072
+3,059
|
|
||
12
Costco
COST
$405B
| $11.5M | 1.67% |
12,436
+285
|
|
||
13
SPDR S&P 500 ETF Trust
SPY
$697B
| $11.3M | 1.64% |
17,001
+52
|
|
||
14
Invesco QQQ Trust
QQQ
$404B
| $11.1M | 1.61% |
18,419
+441
|
|
||
|
15
Alphabet (Google) Class C
GOOG
$3.82T
| $10.9M | 1.58% |
44,649
-1,098
|
|
||
16
JPMorgan Chase
JPM
$841B
| $10.8M | 1.57% |
34,299
+1,261
|
|
||
17
Exxon Mobil
XOM
$493B
| $10.6M | 1.53% |
93,672
-31,601
|
|
||
18
Mastercard
MA
$489B
| $8.92M | 1.3% |
15,687
+152
|
|
||
19
iShares Russell 1000 Growth ETF
IWF
$125B
| $8.91M | 1.29% |
19,015
-993
|
|
||
20
Netflix
NFLX
$462B
| $8.44M | 1.22% |
70,370
+4,680
|
|
||
21
Salesforce
CRM
$221B
| $8.31M | 1.21% |
35,078
-8,103
|
|
||
22
Home Depot
HD
$358B
| $8.19M | 1.19% |
20,225
+550
|
|
||
23
Eli Lilly
LLY
$948B
| $8.11M | 1.18% |
10,623
-687
|
|
||
24
Broadcom
AVGO
$1.82T
| $7.75M | 1.13% |
23,506
+16,249
|
|
||
25
iShares Russell 1000 Value ETF
IWD
$67.7B
| $7.52M | 1.09% |
36,916
+156
|
|