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
26
$2.1M 0.98%
25,409
-130
27
$2.06M 0.96%
47,729
+114
28
$1.99M 0.92%
90,409
+182
29
$1.96M 0.91%
8,092
-252
30
$1.94M 0.9%
13,728
-149
31
$1.85M 0.86%
69,072
-2,818
32
$1.85M 0.86%
280,440
+84,120
33
$1.83M 0.85%
12,159
-58
34
$1.78M 0.83%
10,761
-227
35
$1.64M 0.76%
59,892
-8,586
36
$1.51M 0.7%
39,855
37
$1.47M 0.68%
+16,336
38
$1.46M 0.68%
38,800
39
$1.43M 0.67%
15,932
+1,089
40
$1.42M 0.66%
+14,193
41
$1.32M 0.61%
+21,353
42
$1.23M 0.57%
8,007
+6
43
$1.22M 0.57%
6,961
+1,520
44
$1.21M 0.56%
22,349
+740
45
$1.17M 0.55%
16,196
-175
46
$1.14M 0.53%
21,147
-40
47
$1.05M 0.49%
4,073
+321
48
$1.03M 0.48%
51,315
-1,455
49
$984K 0.46%
18,333
50
$936K 0.43%
12,279
+652
1
2
3 4 5