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
376
$14K 0.01%
431
-1,218
377
$14K 0.01%
400
378
$14K 0.01%
66
-10
379
$14K 0.01%
216
380
$14K 0.01%
400
-400
381
$13K ﹤0.01%
333
382
$13K ﹤0.01%
450
383
$12K ﹤0.01%
692
384
$12K ﹤0.01%
220
385
$11K ﹤0.01%
706
386
$11K ﹤0.01%
525
387
$11K ﹤0.01%
558
388
$11K ﹤0.01%
+43
389
$11K ﹤0.01%
25
390
$10K ﹤0.01%
134
-3
391
$10K ﹤0.01%
167
-500
392
$10K ﹤0.01%
300
393
$10K ﹤0.01%
245
394
$10K ﹤0.01%
100
395
$10K ﹤0.01%
+470
396
$10K ﹤0.01%
707
-3,000
397
$10K ﹤0.01%
3,064
398
$9K ﹤0.01%
703
399
$9K ﹤0.01%
251
400
$9K ﹤0.01%
1,380
14 15
16
17 18