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
401
$13K 0.01%
406
402
$12K 0.01%
525
403
$12K 0.01%
212
+54
404
$12K 0.01%
200
405
$12K 0.01%
111
+12
406
$12K 0.01%
+450
407
$12K 0.01%
3,064
408
$11K 0.01%
314
409
$11K 0.01%
517
+38
410
$11K 0.01%
1,535
411
$11K 0.01%
+1,380
412
$11K 0.01%
216
413
$11K 0.01%
+7,030
414
$11K 0.01%
112
415
$11K 0.01%
558
416
$11K 0.01%
72
-70
417
$10K ﹤0.01%
706
418
$10K ﹤0.01%
+45
419
$10K ﹤0.01%
348
420
$10K ﹤0.01%
220
421
$10K ﹤0.01%
194
422
$10K ﹤0.01%
500
423
$10K ﹤0.01%
365
424
$9K ﹤0.01%
363
+38
425
$9K ﹤0.01%
+171
15 16
17
18 19