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

Top Buys

1
+$1.47M
2
+$1.42M
3
+$1.32M
4
MSFT icon
Microsoft
MSFT
+$815K
5
PM icon
Philip Morris
PM
+$647K

Top Sells

1
+$667K
2
+$235K
3
+$232K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K
5
CVGW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$6K ﹤0.01%
+260
452
$6K ﹤0.01%
170
453
$6K ﹤0.01%
+337
454
$6K ﹤0.01%
200
455
$6K ﹤0.01%
320
456
$5K ﹤0.01%
35
457
$5K ﹤0.01%
12
458
$5K ﹤0.01%
90
-58
459
$5K ﹤0.01%
301
-1,197
460
$5K ﹤0.01%
65
461
$5K ﹤0.01%
55
462
$5K ﹤0.01%
1,700
463
$5K ﹤0.01%
58
464
$5K ﹤0.01%
42
465
$5K ﹤0.01%
40
-979
466
$5K ﹤0.01%
160
467
$4K ﹤0.01%
65
468
$4K ﹤0.01%
5
469
$4K ﹤0.01%
+152
470
$4K ﹤0.01%
93
-51
471
$4K ﹤0.01%
28
472
$4K ﹤0.01%
10
473
$4K ﹤0.01%
45
474
$3K ﹤0.01%
341
475
$3K ﹤0.01%
+398
17 18
19
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