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
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%
545
406
$8K ﹤0.01%
200
407
$8K ﹤0.01%
100
408
$8K ﹤0.01%
221
409
$8K ﹤0.01%
216
-4
410
$8K ﹤0.01%
169
411
$8K ﹤0.01%
+200
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%
160
419
$6K ﹤0.01%
227
-138
420
$6K ﹤0.01%
1,000
421
$6K ﹤0.01%
12
422
$6K ﹤0.01%
301
423
$6K ﹤0.01%
64
-1
424
$6K ﹤0.01%
55
425
$6K ﹤0.01%
209
-769
15 16
17
18 19