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
351
$23K 0.01%
671
352
$22K 0.01%
600
353
$22K 0.01%
210
+164
354
$22K 0.01%
486
355
$22K 0.01%
400
356
$22K 0.01%
1,871
+1,578
357
$22K 0.01%
1,200
358
$22K 0.01%
18,205
359
$21K 0.01%
+135
360
$20K 0.01%
2,885
-1,015
361
$20K 0.01%
1,657
362
$20K 0.01%
713
-2,119
363
$20K 0.01%
+2,079
364
$19K 0.01%
1,240
365
$19K 0.01%
189
366
$19K 0.01%
250
-218
367
$19K 0.01%
800
+400
368
$19K 0.01%
+6,250
369
$19K 0.01%
226
+49
370
$19K 0.01%
415
371
$19K 0.01%
+1,471
372
$18K 0.01%
360
373
$18K 0.01%
+1,887
374
$17K 0.01%
+1,366
375
$17K 0.01%
+1,002
13 14
15
16 17