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
$274M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$747K
3
+$674K
4
CRM icon
Salesforce
CRM
+$534K
5
HD icon
Home Depot
HD
+$528K

Top Sells

1
+$2.34M
2
+$814K
3
+$654K
4
NKE icon
Nike
NKE
+$407K
5
MRK icon
Merck
MRK
+$300K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 14.56%
3 Communication Services 11.17%
4 Financials 9.06%
5 Energy 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 1.1%
13,855
+1,591
27
$2.92M 1.07%
27,680
+416
28
$2.82M 1.03%
49,115
+1,556
29
$2.77M 1.01%
22,051
-3,241
30
$2.72M 0.99%
8,837
-537
31
$2.48M 0.9%
80,655
+21,930
32
$2.44M 0.89%
42,539
-336
33
$2.44M 0.89%
59,778
34
$2.42M 0.88%
11,022
+617
35
$2.28M 0.83%
12,189
-77
36
$2.13M 0.78%
4,265
+369
37
$1.97M 0.72%
12,147
+1,386
38
$1.96M 0.71%
88,017
-262
39
$1.9M 0.69%
64,237
-4,155
40
$1.79M 0.65%
16,841
+2,099
41
$1.62M 0.59%
4,668
42
$1.56M 0.57%
21,746
+393
43
$1.42M 0.52%
25,465
+5,106
44
$1.36M 0.5%
9,563
-1,955
45
$1.28M 0.47%
12,374
-1,869
46
$1.26M 0.46%
8,451
+1,067
47
$1.25M 0.46%
10,631
+2,424
48
$1.24M 0.45%
14,142
+1,077
49
$1.18M 0.43%
23,877
+5,054
50
$1.17M 0.43%
33,616
+8,011
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