CWP

CFM Wealth Partners Portfolio holdings

AUM $689M
1-Year Est. Return 27.63%
This Quarter Est. Return
1 Year Est. Return
+27.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$12.4M
3
+$9.93M
4
AMZN icon
Amazon
AMZN
+$8.95M
5
META icon
Meta Platforms (Facebook)
META
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.32%
2 Energy 13.04%
3 Consumer Discretionary 11.93%
4 Communication Services 10.99%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$82K 0.03%
+1,580
227
$80K 0.03%
+444
228
$80K 0.03%
+575
229
$79K 0.03%
+723
230
$78K 0.03%
+1,657
231
$78K 0.03%
+3,870
232
$77K 0.03%
+516
233
$77K 0.03%
+582
234
$77K 0.03%
+278
235
$77K 0.03%
+200
236
$76K 0.03%
+618
237
$75K 0.03%
+953
238
$75K 0.03%
+45
239
$74K 0.03%
+848
240
$74K 0.03%
+736
241
$73K 0.03%
+1,508
242
$73K 0.03%
+2,082
243
$72K 0.03%
+409
244
$72K 0.03%
+2,000
245
$70K 0.03%
+531
246
$70K 0.03%
+1,619
247
$70K 0.03%
+1,534
248
$69K 0.03%
+858
249
$69K 0.03%
+593
250
$69K 0.03%
+944
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