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
$332M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.51M
3
+$1.33M
4
CHWY icon
Chewy
CHWY
+$1.31M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.15M

Top Sells

1
+$1.48M
2
+$1.44M
3
+$1.16M
4
BA icon
Boeing
BA
+$989K
5
MDT icon
Medtronic
MDT
+$710K

Sector Composition

1 Technology 30.69%
2 Consumer Discretionary 14.17%
3 Communication Services 10.61%
4 Financials 9.39%
5 Energy 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.01%
26,591
-57
27
$3.11M 0.94%
22,010
28
$3.04M 0.92%
56,628
29
$3.01M 0.91%
88,920
-1,380
30
$2.96M 0.89%
12,174
-808
31
$2.94M 0.89%
62,830
-1,407
32
$2.81M 0.85%
21,177
-874
33
$2.69M 0.81%
45,968
+3,429
34
$2.69M 0.81%
11,983
-350
35
$2.68M 0.81%
7,352
-840
36
$2.62M 0.79%
11,699
-252
37
$2.56M 0.77%
16,836
+30
38
$2.5M 0.75%
7,341
+1,801
39
$2.36M 0.71%
5,965
+1,297
40
$2.3M 0.69%
17,186
41
$2.27M 0.68%
32,236
+3,228
42
$2.04M 0.62%
30,836
+170
43
$2.01M 0.6%
12,203
+699
44
$2.01M 0.6%
21,746
45
$1.89M 0.57%
41,838
+609
46
$1.88M 0.57%
32,467
+538
47
$1.79M 0.54%
11,782
+593
48
$1.76M 0.53%
18,696
+4,882
49
$1.63M 0.49%
+14,750
50
$1.59M 0.48%
14,737
+361
1
2
3 4 5