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
451
$6K ﹤0.01%
+350
452
$6K ﹤0.01%
+65
453
$6K ﹤0.01%
+5
454
$6K ﹤0.01%
+136
455
$6K ﹤0.01%
+341
456
$6K ﹤0.01%
+12
457
$6K ﹤0.01%
+500
458
$5K ﹤0.01%
+28
459
$5K ﹤0.01%
+1,084
460
$5K ﹤0.01%
+69
461
$5K ﹤0.01%
+59
462
$5K ﹤0.01%
+45
463
$4K ﹤0.01%
+112
464
$4K ﹤0.01%
+400
465
$4K ﹤0.01%
+170
466
$3K ﹤0.01%
+24
467
$3K ﹤0.01%
+3,000
468
$3K ﹤0.01%
+20
469
$3K ﹤0.01%
+135
470
$3K ﹤0.01%
+171
471
$3K ﹤0.01%
+30
472
$2K ﹤0.01%
+25
473
$2K ﹤0.01%
+135
474
$2K ﹤0.01%
+100
475
$2K ﹤0.01%
+22
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