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
401
$9K ﹤0.01%
614
402
$9K ﹤0.01%
569
403
$9K ﹤0.01%
280
-1,820
404
$9K ﹤0.01%
1,541
405
$8K ﹤0.01%
100
406
$8K ﹤0.01%
200
407
$8K ﹤0.01%
169
408
$8K ﹤0.01%
+200
409
$8K ﹤0.01%
545
410
$8K ﹤0.01%
221
411
$8K ﹤0.01%
216
-4
412
$7K ﹤0.01%
49
413
$7K ﹤0.01%
100
414
$7K ﹤0.01%
80
415
$7K ﹤0.01%
194
416
$7K ﹤0.01%
73
417
$7K ﹤0.01%
320
418
$6K ﹤0.01%
12
419
$6K ﹤0.01%
301
420
$6K ﹤0.01%
64
-1
421
$6K ﹤0.01%
55
422
$6K ﹤0.01%
209
-769
423
$6K ﹤0.01%
1,700
424
$6K ﹤0.01%
204
425
$6K ﹤0.01%
35
15 16
17
18 19