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
326
$29K 0.01%
1,144
327
$29K 0.01%
767
-126
328
$29K 0.01%
728
-57
329
$28K 0.01%
1,067
330
$28K 0.01%
170
331
$28K 0.01%
671
332
$28K 0.01%
160
333
$28K 0.01%
365
334
$27K 0.01%
98
335
$27K 0.01%
600
336
$27K 0.01%
1,107
-136
337
$26K 0.01%
455
-43
338
$26K 0.01%
100
339
$26K 0.01%
78
340
$26K 0.01%
525
341
$25K 0.01%
+854
342
$25K 0.01%
250
343
$24K 0.01%
465
344
$24K 0.01%
1,240
345
$24K 0.01%
268
346
$23K 0.01%
144
347
$22K 0.01%
1,320
348
$22K 0.01%
189
349
$22K 0.01%
415
350
$21K 0.01%
565
-641
12 13
14
15 16