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
351
$21K 0.01%
+275
352
$21K 0.01%
+155
353
$21K 0.01%
+486
354
$21K 0.01%
+640
355
$21K 0.01%
+651
356
$21K 0.01%
+200
357
$20K 0.01%
+671
358
$20K 0.01%
+400
359
$20K 0.01%
+1,225
360
$19K 0.01%
+150
361
$19K 0.01%
+275
362
$19K 0.01%
+569
363
$19K 0.01%
+100
364
$18K 0.01%
+250
365
$18K 0.01%
+275
366
$18K 0.01%
+244
367
$18K 0.01%
+275
368
$17K 0.01%
+325
369
$17K 0.01%
+505
370
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+120
371
$17K 0.01%
+236
372
$17K 0.01%
+112
373
$17K 0.01%
+80
374
$17K 0.01%
+483
375
$17K 0.01%
+333
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