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
$215M
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.42M
3
+$1.32M
4
MSFT icon
Microsoft
MSFT
+$815K
5
PM icon
Philip Morris
PM
+$647K

Top Sells

1
+$667K
2
+$235K
3
+$232K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K
5
CVGW icon
Calavo Growers
CVGW
+$165K

Sector Composition

1 Technology 25.02%
2 Consumer Discretionary 12.65%
3 Communication Services 11.21%
4 Financials 8.93%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74K 0.03%
444
227
$74K 0.03%
916
228
$73K 0.03%
+521
229
$70K 0.03%
820
230
$70K 0.03%
2,082
231
$69K 0.03%
525
232
$67K 0.03%
+4,962
233
$66K 0.03%
1,323
234
$66K 0.03%
1,262
235
$65K 0.03%
354
236
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2,148
-126
237
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953
238
$64K 0.03%
2,005
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239
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240
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241
$63K 0.03%
2,144
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242
$62K 0.03%
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243
$61K 0.03%
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244
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245
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246
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615
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247
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875
248
$60K 0.03%
2,000
249
$60K 0.03%
528
250
$59K 0.03%
3,579
-296
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10
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