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
326
$27K 0.01%
61
327
$27K 0.01%
182
328
$27K 0.01%
+557
329
$27K 0.01%
+893
330
$26K 0.01%
1,256
-35
331
$26K 0.01%
434
-50
332
$25K 0.01%
+576
333
$25K 0.01%
123
-125
334
$25K 0.01%
144
335
$25K 0.01%
1,067
+396
336
$25K 0.01%
720
337
$25K 0.01%
1,650
338
$25K 0.01%
220
339
$25K 0.01%
365
340
$25K 0.01%
785
341
$24K 0.01%
498
342
$24K 0.01%
400
343
$24K 0.01%
1,000
344
$23K 0.01%
+465
345
$23K 0.01%
1,144
-1,028
346
$23K 0.01%
78
-200
347
$23K 0.01%
160
348
$23K 0.01%
525
349
$23K 0.01%
1,320
350
$23K 0.01%
100
12 13
14
15 16