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
$263M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$646K
3
+$568K
4
SHW icon
Sherwin-Williams
SHW
+$435K
5
MRK icon
Merck
MRK
+$328K

Top Sells

1
+$2.27M
2
+$556K
3
+$434K
4
CERS icon
Cerus
CERS
+$410K
5
AMZN icon
Amazon
AMZN
+$337K

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%
66
-10
377
$14K 0.01%
216
378
$14K 0.01%
400
-400
379
$14K 0.01%
75
380
$14K 0.01%
431
-1,218
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%
245
391
$10K ﹤0.01%
100
392
$10K ﹤0.01%
+470
393
$10K ﹤0.01%
707
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394
$10K ﹤0.01%
3,064
395
$10K ﹤0.01%
134
-3
396
$10K ﹤0.01%
167
-500
397
$10K ﹤0.01%
300
398
$9K ﹤0.01%
703
399
$9K ﹤0.01%
251
400
$9K ﹤0.01%
1,380
14 15
16
17 18