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

Top Buys

1
+$647K
2
+$550K
3
+$538K
4
SHW icon
Sherwin-Williams
SHW
+$407K
5
MRK icon
Merck
MRK
+$334K

Top Sells

1
+$1.93M
2
+$511K
3
+$364K
4
CERS icon
Cerus
CERS
+$356K
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$296K

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%
19
-92
456
$2K ﹤0.01%
263
457
$2K ﹤0.01%
3,093
458
$2K ﹤0.01%
60
-254
459
$2K ﹤0.01%
500
460
$2K ﹤0.01%
200
461
$2K ﹤0.01%
135
462
$2K ﹤0.01%
68
-280
463
$2K ﹤0.01%
21
-91
464
$2K ﹤0.01%
2,253
465
$2K ﹤0.01%
130
466
$2K ﹤0.01%
24
467
$2K ﹤0.01%
466
-4,391
468
$1K ﹤0.01%
56
-307
469
$1K ﹤0.01%
29
-142
470
$1K ﹤0.01%
100
471
$1K ﹤0.01%
111
-1,780
472
$1K ﹤0.01%
15
-533
473
$1K ﹤0.01%
+60
474
$1K ﹤0.01%
24
-188
475
$1K ﹤0.01%
91
-3,488
17 18
19
20 21