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
$215M
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.74M
3
+$1.58M
4
MSFT icon
Microsoft
MSFT
+$850K
5
PM icon
Philip Morris
PM
+$730K

Top Sells

1
+$721K
2
+$300K
3
+$277K
4
XOM icon
Exxon Mobil
XOM
+$236K
5
CVGW icon
Calavo Growers
CVGW
+$204K

Sector Composition

1 Technology 25.02%
2 Consumer Discretionary 12.65%
3 Communication Services 11.21%
4 Financials 8.93%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
+171
427
$9K ﹤0.01%
364
-78
428
$9K ﹤0.01%
221
429
$9K ﹤0.01%
245
-560
430
$9K ﹤0.01%
+10
431
$9K ﹤0.01%
75
432
$8K ﹤0.01%
+100
433
$8K ﹤0.01%
220
434
$8K ﹤0.01%
100
435
$8K ﹤0.01%
100
436
$8K ﹤0.01%
25
437
$8K ﹤0.01%
+545
438
$8K ﹤0.01%
310
-173
439
$8K ﹤0.01%
635
440
$8K ﹤0.01%
+1,541
441
$7K ﹤0.01%
+137
442
$7K ﹤0.01%
251
-37
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$7K ﹤0.01%
+49
444
$7K ﹤0.01%
169
445
$7K ﹤0.01%
614
446
$7K ﹤0.01%
200
447
$7K ﹤0.01%
569
448
$7K ﹤0.01%
204
449
$7K ﹤0.01%
+80
450
$7K ﹤0.01%
73
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