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
$314M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.53M
3
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
XYZ
Block Inc
XYZ
+$915K

Top Sells

1
+$2.85M
2
+$2.25M
3
+$888K
4
BKNG icon
Booking.com
BKNG
+$545K
5
META icon
Meta Platforms (Facebook)
META
+$525K

Sector Composition

1 Technology 32.27%
2 Consumer Discretionary 13.83%
3 Communication Services 10.68%
4 Financials 9.36%
5 Consumer Staples 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 1.06%
18,366
-15,705
27
$3.26M 1.04%
22,010
28
$3.18M 1.02%
77,646
-1,046
29
$3.13M 1%
12,982
-873
30
$3.12M 1%
22,051
31
$2.82M 0.9%
8,192
-645
32
$2.72M 0.87%
90,300
+9,645
33
$2.65M 0.84%
12,333
+1,311
34
$2.56M 0.82%
6,667
-508
35
$2.53M 0.81%
11,951
-238
36
$2.49M 0.79%
42,539
37
$2.32M 0.74%
64,237
38
$2.2M 0.7%
+29,008
39
$2.14M 0.68%
16,806
-35
40
$2.11M 0.67%
9,855
-10,516
41
$2.09M 0.67%
30,666
+5,201
42
$1.98M 0.63%
41,229
-780
43
$1.88M 0.6%
5,540
+874
44
$1.81M 0.58%
11,504
+3,053
45
$1.78M 0.57%
21,746
46
$1.76M 0.56%
32,091
+8,214
47
$1.75M 0.56%
4,668
48
$1.58M 0.5%
4,184
+1,428
49
$1.56M 0.5%
9,481
-82
50
$1.54M 0.49%
71,037
-16,980
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