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
251
$68K 0.03%
+1,424
252
$66K 0.02%
+5,165
253
$66K 0.02%
+219
254
$66K 0.02%
+468
255
$66K 0.02%
+255
256
$65K 0.02%
+2,172
257
$65K 0.02%
+710
258
$64K 0.02%
+2,680
259
$63K 0.02%
+300
260
$61K 0.02%
+1,855
261
$61K 0.02%
+332
262
$61K 0.02%
+528
263
$61K 0.02%
+484
264
$60K 0.02%
+1,329
265
$60K 0.02%
+1,332
266
$59K 0.02%
+832
267
$58K 0.02%
+403
268
$58K 0.02%
+248
269
$57K 0.02%
+628
270
$57K 0.02%
+1,268
271
$57K 0.02%
+1,490
272
$56K 0.02%
+1,400
273
$56K 0.02%
+1,240
274
$56K 0.02%
+751
275
$54K 0.02%
+1,000
9 10
11
12 13