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
301
$39K 0.01%
+720
302
$39K 0.01%
+560
303
$38K 0.01%
+400
304
$37K 0.01%
+1,657
305
$37K 0.01%
+1,112
306
$37K 0.01%
+220
307
$36K 0.01%
+805
308
$36K 0.01%
+170
309
$36K 0.01%
+400
310
$36K 0.01%
+142
311
$35K 0.01%
+365
312
$34K 0.01%
+1,218
313
$34K 0.01%
+1,000
314
$33K 0.01%
+61
315
$33K 0.01%
+316
316
$33K 0.01%
+671
317
$33K 0.01%
+160
318
$33K 0.01%
+1,790
319
$32K 0.01%
+325
320
$32K 0.01%
+400
321
$31K 0.01%
+100
322
$31K 0.01%
+1,200
323
$31K 0.01%
+400
324
$31K 0.01%
+525
325
$30K 0.01%
+144
11 12
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