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
$377M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$1.45M
3
+$1.11M
4
TWLO icon
Twilio
TWLO
+$1.01M
5
CMG icon
Chipotle Mexican Grill
CMG
+$758K

Top Sells

1
+$4.19M
2
+$2.17M
3
+$1.61M
4
CHWY icon
Chewy
CHWY
+$816K
5
ULTA icon
Ulta Beauty
ULTA
+$805K

Sector Composition

1 Technology 31.01%
2 Consumer Discretionary 13.57%
3 Financials 11.5%
4 Communication Services 10.37%
5 Energy 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 0.93%
33,120
+884
27
$3.5M 0.93%
56,628
28
$3.43M 0.91%
12,632
+458
29
$3.4M 0.9%
90,195
+1,275
30
$3.26M 0.87%
22,010
31
$3.25M 0.86%
61,460
-4,980
32
$3.24M 0.86%
18,436
+50
33
$3.01M 0.8%
33,675
+1,208
34
$2.96M 0.79%
19,177
-2,000
35
$2.89M 0.77%
7,349
-3
36
$2.83M 0.75%
11,698
-1
37
$2.83M 0.75%
45,296
-672
38
$2.82M 0.75%
12,199
+216
39
$2.68M 0.71%
6,259
+294
40
$2.65M 0.7%
18,110
+3,360
41
$2.61M 0.69%
16,778
-58
42
$2.45M 0.65%
17,186
43
$2.37M 0.63%
57,387
+1,279
44
$2.21M 0.59%
71,350
+24,450
45
$2.2M 0.59%
21,746
46
$2.08M 0.55%
30,908
+72
47
$2.01M 0.53%
42,813
+975
48
$1.91M 0.51%
14,376
+2,305
49
$1.87M 0.5%
19,132
+436
50
$1.77M 0.47%
11,155
-627
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2
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