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
376
$17K 0.01%
+150
377
$16K 0.01%
+558
378
$16K 0.01%
+25
379
$16K 0.01%
+500
380
$15K 0.01%
+314
381
$15K 0.01%
+400
382
$15K 0.01%
+525
383
$15K 0.01%
+348
384
$15K 0.01%
+175
385
$15K 0.01%
+200
386
$14K 0.01%
+380
387
$14K 0.01%
+500
388
$14K 0.01%
+148
389
$14K 0.01%
+240
390
$14K 0.01%
+635
391
$14K 0.01%
+293
392
$14K 0.01%
+99
393
$13K ﹤0.01%
+125
394
$13K ﹤0.01%
+220
395
$13K ﹤0.01%
+216
396
$13K ﹤0.01%
+110
397
$13K ﹤0.01%
+2,920
398
$13K ﹤0.01%
+35
399
$13K ﹤0.01%
+365
400
$13K ﹤0.01%
+1,000
14 15
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