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
276
$52K 0.02%
1,332
277
$52K 0.02%
3,785
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
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288
$46K 0.02%
435
289
$46K 0.02%
915
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290
$45K 0.02%
518
291
$45K 0.02%
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292
$44K 0.02%
646
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293
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294
$44K 0.02%
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295
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296
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155
297
$42K 0.02%
442
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298
$42K 0.02%
225
299
$41K 0.02%
461
-55
300
$41K 0.02%
720
10 11
12
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