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
401
$13K ﹤0.01%
+320
402
$13K ﹤0.01%
+375
403
$12K ﹤0.01%
+175
404
$12K ﹤0.01%
+220
405
$12K ﹤0.01%
+280
406
$12K ﹤0.01%
+194
407
$12K ﹤0.01%
+158
408
$12K ﹤0.01%
+180
409
$12K ﹤0.01%
+75
410
$11K ﹤0.01%
+479
411
$11K ﹤0.01%
+130
412
$11K ﹤0.01%
+221
413
$11K ﹤0.01%
+200
414
$11K ﹤0.01%
+548
415
$11K ﹤0.01%
+133
416
$11K ﹤0.01%
+467
417
$11K ﹤0.01%
+3,064
418
$10K ﹤0.01%
+442
419
$10K ﹤0.01%
+220
420
$10K ﹤0.01%
+614
421
$10K ﹤0.01%
+100
422
$10K ﹤0.01%
+170
423
$10K ﹤0.01%
+204
424
$10K ﹤0.01%
+200
425
$9K ﹤0.01%
+445
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