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
$448M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.78M
3
+$1.7M
4
JAMF icon
Jamf
JAMF
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$886K

Top Sells

1
+$1.2M
2
+$1.18M
3
+$657K
4
AAPL icon
Apple
AAPL
+$416K
5
CSGP icon
CoStar Group
CSGP
+$390K

Sector Composition

1 Technology 34.33%
2 Consumer Discretionary 13.21%
3 Communication Services 9.6%
4 Financials 9.53%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 0.86%
10,410
+43
27
$3.86M 0.86%
28,240
+6,200
28
$3.84M 0.86%
13,272
+1,501
29
$3.81M 0.85%
22,010
30
$3.8M 0.85%
14,157
+927
31
$3.74M 0.84%
12,151
-458
32
$3.7M 0.83%
61,870
+360
33
$3.51M 0.78%
103,800
+24,700
34
$3.35M 0.75%
20,412
+1,303
35
$3.34M 0.75%
147,411
-1,293
36
$3.32M 0.74%
20,537
+3,380
37
$3.26M 0.73%
37,493
+1,565
38
$3.17M 0.71%
6,634
-308
39
$3.07M 0.68%
69,395
+6,894
40
$3.04M 0.68%
18,433
-744
41
$3.03M 0.68%
45,977
+681
42
$3.02M 0.67%
6,875
-590
43
$3M 0.67%
19,149
+1,181
44
$2.93M 0.66%
38,837
+5,366
45
$2.88M 0.64%
10,825
-894
46
$2.75M 0.61%
37,405
+23,073
47
$2.75M 0.61%
17,186
48
$2.74M 0.61%
4,834
+497
49
$2.68M 0.6%
113,540
+34
50
$2.47M 0.55%
6,681
+1,737
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