CWP
CFM Wealth Partners Portfolio holdings
AUM
$628M
1-Year Return
21.82%
This Quarter Return
+28.1%
1 Year Return
+21.82%
3 Year Return
+131.64%
5 Year Return
+220.3%
10 Year Return
–
AUM
$263M
AUM Growth
+$47.9M
(+22%)
Cap. Flow
-$6.03M
Cap. Flow
% of AUM
-2.29%
Top 10 Holdings %
Top 10 Hldgs %
40.22%
Holding
581
New
46
Increased
42
Reduced
214
Closed
52
Top Buys
| 1 |
WORK
Slack Technologies, Inc.
WORK
|
$669K |
| 2 |
NVIDIA
NVDA
|
$646K |
| 3 |
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
|
$568K |
| 4 |
Sherwin-Williams
SHW
|
$435K |
| 5 |
Merck
MRK
|
$328K |
Top Sells
| 1 |
Apple
AAPL
|
$2.27M |
| 2 |
Meta Platforms (Facebook)
META
|
$556K |
| 3 |
Boeing
BA
|
$434K |
| 4 |
Cerus
CERS
|
$410K |
| 5 |
Amazon
AMZN
|
$337K |
Sector Composition
| 1 | Technology | 27.29% |
| 2 | Consumer Discretionary | 13.15% |
| 3 | Communication Services | 10.85% |
| 4 | Financials | 9.18% |
| 5 | Energy | 8.91% |
