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
276
$53K 0.02%
+300
277
$53K 0.02%
+518
278
$52K 0.02%
+615
279
$52K 0.02%
+697
280
$49K 0.02%
+754
281
$49K 0.02%
+906
282
$48K 0.02%
+1,498
283
$48K 0.02%
+258
284
$48K 0.02%
+399
285
$47K 0.02%
+600
286
$47K 0.02%
+400
287
$46K 0.02%
+860
288
$45K 0.02%
+2,039
289
$45K 0.02%
+225
290
$45K 0.02%
+2,849
291
$43K 0.02%
+785
292
$42K 0.02%
+148
293
$42K 0.02%
+3,795
294
$41K 0.02%
+1,604
295
$41K 0.02%
+1,535
296
$41K 0.02%
+133
297
$41K 0.02%
+63
298
$40K 0.01%
+1,650
299
$40K 0.01%
+1,243
300
$39K 0.01%
+498
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