CWP

CFM Wealth Partners Portfolio holdings

AUM $693M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
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
+$647K
2
+$550K
3
+$538K
4
SHW icon
Sherwin-Williams
SHW
+$407K
5
MRK icon
Merck
MRK
+$334K

Top Sells

1
+$1.93M
2
+$511K
3
+$364K
4
CERS icon
Cerus
CERS
+$356K
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$296K

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
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360
353
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210
354
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400
355
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500
356
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+63
357
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1,200
358
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100
359
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360
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78
361
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150
362
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517
363
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728
364
$17K 0.01%
513
-200
365
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500
366
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315
367
$16K 0.01%
2,748
368
$16K 0.01%
80
369
$16K 0.01%
406
370
$15K 0.01%
1,218
371
$15K 0.01%
1,685
372
$15K 0.01%
+63
373
$15K 0.01%
72
374
$15K 0.01%
505
375
$14K 0.01%
75
13 14
15
16 17