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
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$12.4M
3
+$9.47M
4
AMZN icon
Amazon
AMZN
+$8.43M
5
BA icon
Boeing
BA
+$8.41M

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
426
$9K ﹤0.01%
+160
427
$9K ﹤0.01%
+144
428
$9K ﹤0.01%
+300
429
$9K ﹤0.01%
+169
430
$9K ﹤0.01%
+65
431
$9K ﹤0.01%
+100
432
$9K ﹤0.01%
+1,700
433
$9K ﹤0.01%
+47
434
$9K ﹤0.01%
+73
435
$9K ﹤0.01%
+150
436
$9K ﹤0.01%
+445
437
$8K ﹤0.01%
+462
438
$8K ﹤0.01%
+121
439
$8K ﹤0.01%
+46
440
$8K ﹤0.01%
+350
441
$7K ﹤0.01%
+200
442
$7K ﹤0.01%
+92
443
$7K ﹤0.01%
+175
444
$7K ﹤0.01%
+160
445
$7K ﹤0.01%
+42
446
$7K ﹤0.01%
+35
447
$7K ﹤0.01%
+10
448
$6K ﹤0.01%
+341
449
$6K ﹤0.01%
+12
450
$6K ﹤0.01%
+136
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