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

Top Buys

1 +$30.4M
2 +$12.4M
3 +$9.93M
4
AMZN icon
Amazon
AMZN
+$8.95M
5
META icon
Meta Platforms (Facebook)
META
+$8.19M

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%
+237
427
$9K ﹤0.01%
+160
428
$9K ﹤0.01%
+144
429
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+300
430
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+169
431
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432
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+100
433
$9K ﹤0.01%
+1,700
434
$9K ﹤0.01%
+47
435
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+73
436
$9K ﹤0.01%
+150
437
$8K ﹤0.01%
+350
438
$8K ﹤0.01%
+46
439
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+462
441
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+10
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446
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+92
447
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+200
448
$6K ﹤0.01%
+220
449
$6K ﹤0.01%
+55
450
$6K ﹤0.01%
+58