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
351
$21K 0.01%
+100
352
$21K 0.01%
360
353
$21K 0.01%
210
354
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400
355
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500
356
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+63
357
$20K 0.01%
1,200
358
$20K 0.01%
100
359
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200
360
$19K 0.01%
78
361
$18K 0.01%
150
362
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517
363
$18K 0.01%
728
364
$17K 0.01%
513
-200
365
$17K 0.01%
500
366
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367
$16K 0.01%
2,748
368
$16K 0.01%
80
369
$16K 0.01%
406
370
$15K 0.01%
505
371
$15K 0.01%
1,218
372
$15K 0.01%
1,685
373
$15K 0.01%
+63
374
$15K 0.01%
72
375
$14K 0.01%
400
13 14
15
16 17