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
276
$46K 0.02%
1,619
277
$45K 0.02%
860
278
$45K 0.02%
+3,785
279
$45K 0.02%
1,332
280
$44K 0.02%
+435
281
$44K 0.02%
1,400
282
$43K 0.02%
1,404
-176
283
$43K 0.02%
1,406
-340
284
$42K 0.02%
1,268
285
$42K 0.02%
3,870
286
$41K 0.02%
443
-150
287
$41K 0.02%
+1,206
288
$41K 0.02%
300
289
$41K 0.02%
300
-109
290
$41K 0.02%
697
291
$40K 0.02%
1,855
292
$40K 0.02%
754
293
$40K 0.02%
63
294
$39K 0.02%
857
-49
295
$38K 0.02%
667
-2,894
296
$38K 0.02%
+4,205
297
$38K 0.02%
7,200
298
$37K 0.02%
225
299
$37K 0.02%
3,707
300
$36K 0.02%
548
-175
10 11
12
13 14