CWP

CFM Wealth Partners Portfolio holdings

AUM $628M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
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
26
$2.67M 0.98%
+8,344
27
$2.64M 0.97%
+25,539
28
$2.63M 0.97%
+52,850
29
$2.59M 0.95%
+90,227
30
$2.55M 0.94%
+13,877
31
$2.52M 0.93%
+71,890
32
$2.45M 0.9%
+11,034
33
$2.32M 0.85%
+10,988
34
$2.25M 0.83%
+12,217
35
$2.23M 0.82%
+7,777
36
$2.04M 0.75%
+14,843
37
$1.91M 0.71%
+16,371
38
$1.9M 0.7%
+18,333
39
$1.56M 0.57%
+8,001
40
$1.55M 0.57%
+52,770
41
$1.54M 0.57%
+39,855
42
$1.51M 0.56%
+5,441
43
$1.31M 0.48%
+3,880
44
$1.3M 0.48%
+20,026
45
$1.3M 0.48%
+14,324
46
$1.29M 0.48%
+21,609
47
$1.27M 0.47%
+20,157
48
$1.26M 0.47%
+21,187
49
$1.25M 0.46%
+16,264
50
$1.24M 0.46%
+3,752
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