CWP

CFM Wealth Partners Portfolio holdings

AUM $693M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
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
+$647K
2
+$550K
3
+$538K
4
SHW icon
Sherwin-Williams
SHW
+$407K
5
MRK icon
Merck
MRK
+$334K

Top Sells

1
+$1.93M
2
+$511K
3
+$364K
4
CERS icon
Cerus
CERS
+$356K
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$296K

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
276
$52K 0.02%
3,785
277
$52K 0.02%
1,332
278
$51K 0.02%
2,093
279
$51K 0.02%
1,855
280
$51K 0.02%
300
281
$50K 0.02%
1,400
282
$50K 0.02%
1,355
-51
283
$49K 0.02%
1,346
-872
284
$48K 0.02%
644
-53
285
$47K 0.02%
300
286
$47K 0.02%
1,790
287
$46K 0.02%
196
+61
288
$46K 0.02%
435
289
$46K 0.02%
915
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290
$45K 0.02%
1,619
291
$45K 0.02%
518
292
$44K 0.02%
646
-53
293
$44K 0.02%
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294
$44K 0.02%
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295
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296
$43K 0.02%
155
297
$42K 0.02%
442
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298
$42K 0.02%
225
299
$41K 0.02%
461
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300
$41K 0.02%
720
10 11
12
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