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
326
$30K 0.01%
+189
327
$29K 0.01%
+182
328
$29K 0.01%
+692
329
$27K 0.01%
+225
330
$26K 0.01%
+893
331
$26K 0.01%
+288
332
$26K 0.01%
+728
333
$26K 0.01%
+350
334
$26K 0.01%
+415
335
$25K 0.01%
+2,748
336
$25K 0.01%
+1,685
337
$25K 0.01%
+140
338
$25K 0.01%
+268
339
$24K 0.01%
+706
340
$24K 0.01%
+63
341
$24K 0.01%
+635
342
$24K 0.01%
+597
343
$23K 0.01%
+703
344
$23K 0.01%
+1,320
345
$23K 0.01%
+400
346
$23K 0.01%
+177
347
$23K 0.01%
+406
348
$22K 0.01%
+360
349
$22K 0.01%
+390
350
$21K 0.01%
+500
12 13
14
15 16