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
301
$40K 0.02%
1,107
-92
302
$39K 0.01%
63
303
$38K 0.01%
1,112
304
$38K 0.01%
367
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305
$37K 0.01%
2,885
306
$36K 0.01%
578
-50
307
$36K 0.01%
857
308
$35K 0.01%
370
-10
309
$34K 0.01%
+1,573
310
$34K 0.01%
182
311
$34K 0.01%
1,159
-246
312
$33K 0.01%
1,150
-3,900
313
$33K 0.01%
61
314
$33K 0.01%
5,000
-62,170
315
$32K 0.01%
+1,000
316
$32K 0.01%
400
317
$32K 0.01%
400
318
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220
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$30K 0.01%
237
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$30K 0.01%
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321
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400
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322
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2,404
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323
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324
$30K 0.01%
389
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325
$29K 0.01%
123
11 12
13
14 15