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
$215M
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.74M
3
+$1.58M
4
MSFT icon
Microsoft
MSFT
+$850K
5
PM icon
Philip Morris
PM
+$730K

Top Sells

1
+$721K
2
+$300K
3
+$277K
4
XOM icon
Exxon Mobil
XOM
+$236K
5
CVGW icon
Calavo Growers
CVGW
+$204K

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
376
$17K 0.01%
+1,366
377
$17K 0.01%
+1,002
378
$17K 0.01%
400
379
$16K 0.01%
+380
380
$16K 0.01%
100
381
$16K 0.01%
267
-825
382
$15K 0.01%
1,218
383
$15K 0.01%
400
384
$15K 0.01%
+76
385
$15K 0.01%
290
-26
386
$15K 0.01%
728
387
$15K 0.01%
78
-55
388
$15K 0.01%
333
389
$15K 0.01%
4,857
-308
390
$14K 0.01%
+3,659
391
$14K 0.01%
1,891
-148
392
$14K 0.01%
150
393
$14K 0.01%
505
394
$14K 0.01%
1,685
395
$14K 0.01%
500
396
$14K 0.01%
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397
$14K 0.01%
80
398
$13K 0.01%
2,748
399
$13K 0.01%
692
400
$13K 0.01%
268
14 15
16
17 18