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
376
$17K 0.01%
400
377
$17K 0.01%
98
-50
378
$17K 0.01%
200
-25
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
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+76
385
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290
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386
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728
387
$15K 0.01%
78
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388
$15K 0.01%
333
389
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-308
390
$14K 0.01%
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391
$14K 0.01%
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-148
392
$14K 0.01%
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393
$14K 0.01%
505
394
$14K 0.01%
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395
$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
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