CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$703K
3
+$666K
4
HD icon
Home Depot
HD
+$515K
5
CRM icon
Salesforce
CRM
+$465K

Top Sells

1
+$2.21M
2
+$814K
3
+$628K
4
NKE icon
Nike
NKE
+$348K
5
MRK icon
Merck
MRK
+$297K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 14.56%
3 Communication Services 11.17%
4 Financials 9.06%
5 Energy 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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403
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404
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405
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407
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408
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409
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411
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412
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414
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417
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418
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419
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420
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422
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424
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425
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