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
301
$36K 0.02%
2,093
302
$36K 0.02%
2,550
+946
303
$36K 0.02%
628
304
$35K 0.02%
+1,199
305
$35K 0.02%
518
306
$34K 0.02%
+1,034
307
$34K 0.02%
350
308
$33K 0.02%
+978
309
$33K 0.02%
155
-100
310
$32K 0.01%
615
311
$32K 0.01%
2,849
312
$32K 0.01%
1,405
-129
313
$31K 0.01%
1,112
314
$31K 0.01%
63
315
$31K 0.01%
1,243
316
$31K 0.01%
258
317
$31K 0.01%
170
318
$30K 0.01%
1,790
319
$29K 0.01%
+505
320
$29K 0.01%
400
321
$29K 0.01%
+242
322
$29K 0.01%
+244
323
$29K 0.01%
1,382
-108
324
$28K 0.01%
699
-52
325
$28K 0.01%
+1,184
11 12
13
14 15