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
251
$59K 0.03%
582
252
$59K 0.03%
+3,195
253
$58K 0.03%
+1,649
254
$58K 0.03%
848
255
$58K 0.03%
1,388
256
$57K 0.03%
1,629
+300
257
$57K 0.03%
+295
258
$57K 0.03%
2,284
+2,172
259
$56K 0.03%
2,100
-395
260
$56K 0.03%
428
-66
261
$55K 0.03%
832
262
$54K 0.03%
2,680
263
$54K 0.03%
1,424
264
$53K 0.02%
+973
265
$52K 0.02%
710
266
$52K 0.02%
47,071
-2,135
267
$51K 0.02%
1,682
268
$50K 0.02%
300
269
$50K 0.02%
1,657
270
$49K 0.02%
381
-22
271
$48K 0.02%
858
272
$48K 0.02%
516
273
$48K 0.02%
636
-100
274
$46K 0.02%
+1,710
275
$46K 0.02%
494
+95
9 10
11
12 13