CWP

CFM Wealth Partners Portfolio holdings

AUM $628M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$747K
3
+$674K
4
CRM icon
Salesforce
CRM
+$534K
5
HD icon
Home Depot
HD
+$528K

Top Sells

1
+$2.34M
2
+$814K
3
+$654K
4
NKE icon
Nike
NKE
+$407K
5
MRK icon
Merck
MRK
+$300K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 14.56%
3 Communication Services 11.17%
4 Financials 9.06%
5 Energy 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-100
227
– –
-728
228
– –
-3,625
229
– –
-5
230
– –
-466
231
– –
-3,064
232
– –
-24
233
– –
-3,093
234
– –
-300
235
– –
-1,000
236
– –
-1,159
237
– –
-1,600
238
– –
-1,332
239
– –
-1,065
240
– –
-1,541
241
– –
-72
242
– –
-1,360
243
– –
-5
244
– –
-20
245
– –
-431
246
– –
-150
247
– –
-565
248
– –
-2,715
249
– –
-37
250
– –
-42
8 9
10
11 12