CWP
CFM Wealth Partners Portfolio holdings
AUM
$628M
1-Year Return
21.82%
This Quarter Return
-17.92%
1 Year Return
+21.82%
3 Year Return
+131.64%
5 Year Return
+220.3%
10 Year Return
–
AUM
$215M
AUM Growth
-$56.1M
(-21%)
Cap. Flow
+$11.2M
Cap. Flow
% of AUM
5.21%
Top 10 Holdings %
Top 10 Hldgs %
37.94%
Holding
593
New
102
Increased
78
Reduced
114
Closed
58
Top Buys
| 1 |
Medtronic
MDT
|
$1.47M |
| 2 |
Jazz Pharmaceuticals
JAZZ
|
$1.42M |
| 3 |
Royal Bank of Canada
RY
|
$1.32M |
| 4 |
Microsoft
MSFT
|
$815K |
| 5 |
Philip Morris
PM
|
$647K |
Top Sells
| 1 |
Mondelez International
MDLZ
|
$667K |
| 2 |
Palo Alto Networks
PANW
|
$235K |
| 3 |
IBM
IBM
|
$232K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$166K |
| 5 |
Calavo Growers
CVGW
|
$165K |
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% |
