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
$263M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$646K
3
+$568K
4
SHW icon
Sherwin-Williams
SHW
+$435K
5
MRK icon
Merck
MRK
+$328K

Top Sells

1
+$2.27M
2
+$556K
3
+$434K
4
CERS icon
Cerus
CERS
+$410K
5
AMZN icon
Amazon
AMZN
+$337K

Sector Composition

1 Technology 27.29%
2 Consumer Discretionary 13.15%
3 Communication Services 10.85%
4 Financials 9.18%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
1,084
452
$3K ﹤0.01%
34
-192
453
$3K ﹤0.01%
60
-5
454
$3K ﹤0.01%
80
-1,302
455
$2K ﹤0.01%
466
-4,391
456
$2K ﹤0.01%
60
-254
457
$2K ﹤0.01%
500
458
$2K ﹤0.01%
200
459
$2K ﹤0.01%
135
460
$2K ﹤0.01%
68
-280
461
$2K ﹤0.01%
21
-91
462
$2K ﹤0.01%
2,253
463
$2K ﹤0.01%
130
464
$2K ﹤0.01%
19
-92
465
$2K ﹤0.01%
175
466
$2K ﹤0.01%
24
467
$2K ﹤0.01%
3,093
468
$1K ﹤0.01%
56
-307
469
$1K ﹤0.01%
29
-142
470
$1K ﹤0.01%
100
471
$1K ﹤0.01%
25
472
$1K ﹤0.01%
171
473
$1K ﹤0.01%
170
474
$1K ﹤0.01%
29
-1
475
$1K ﹤0.01%
53
-257
17 18
19
20 21