CWP
CFM Wealth Partners Portfolio holdings
AUM
$628M
1-Year Return
21.82%
This Quarter Return
+9.56%
1 Year Return
+21.82%
3 Year Return
+131.64%
5 Year Return
+220.3%
10 Year Return
–
AUM
$271M
AUM Growth
–
Cap. Flow
+$271M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.32%
Holding
491
New
491
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$30.4M |
| 2 |
Exxon Mobil
XOM
|
$12.4M |
| 3 |
Williams Companies
WMB
|
$9.93M |
| 4 |
Amazon
AMZN
|
$8.95M |
| 5 |
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% |
