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
$263M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$646K
3
+$568K
4
SHW icon
Sherwin-Williams
SHW
+$435K
5
MRK icon
Merck
MRK
+$328K

Top Sells

1
+$2.27M
2
+$556K
3
+$434K
4
CERS icon
Cerus
CERS
+$410K
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$62K 0.02%
1,295
+1,125
252
$62K 0.02%
2,929
-266
253
$62K 0.02%
1,065
-430
254
$61K 0.02%
799
-59
255
$61K 0.02%
200
256
$61K 0.02%
541
-74
257
$60K 0.02%
832
258
$60K 0.02%
528
259
$59K 0.02%
766
-187
260
$59K 0.02%
1,543
-114
261
$58K 0.02%
1,546
-136
262
$58K 0.02%
1,710
263
$57K 0.02%
585
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264
$56K 0.02%
2,550
265
$56K 0.02%
274
-21
266
$56K 0.02%
326
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267
$56K 0.02%
1,375
-133
268
$55K 0.02%
780
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269
$55K 0.02%
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270
$54K 0.02%
300
271
$54K 0.02%
895
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272
$53K 0.02%
860
273
$53K 0.02%
381
274
$53K 0.02%
1,268
275
$53K 0.02%
7,200
9 10
11
12 13