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
$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
26
$2.55M 0.97%
47,559
-170
27
$2.48M 0.94%
25,292
-117
28
$2.42M 0.92%
8,177
+85
29
$2.35M 0.89%
12,264
+105
30
$2.29M 0.87%
59,778
-114
31
$2.19M 0.83%
42,875
-288
32
$2.1M 0.8%
12,266
-1,462
33
$2.1M 0.8%
88,279
-2,130
34
$1.98M 0.75%
10,266
+2,259
35
$1.98M 0.75%
68,392
-680
36
$1.92M 0.73%
10,405
-356
37
$1.77M 0.67%
3,896
+16
38
$1.65M 0.63%
58,725
+7,410
39
$1.59M 0.6%
39,855
40
$1.45M 0.55%
21,353
41
$1.44M 0.55%
4,668
+595
42
$1.43M 0.54%
7,011
+50
43
$1.39M 0.53%
14,742
-1,190
44
$1.33M 0.51%
22,277
-72
45
$1.32M 0.5%
18,333
46
$1.31M 0.5%
14,243
-2,093
47
$1.28M 0.49%
13,065
+786
48
$1.27M 0.48%
11,518
-2,675
49
$1.26M 0.48%
14,095
-2,101
50
$1.23M 0.47%
16,716
+4,441
1
2
3 4 5