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
$333M
AUM Growth
-$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$547K
3
+$310K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$206K
5
JNJ icon
Johnson & Johnson
JNJ
+$185K

Top Sells

1
+$867K
2
+$841K
3
+$422K
4
WST icon
West Pharmaceutical
WST
+$391K
5
TYL icon
Tyler Technologies
TYL
+$348K

Sector Composition

1 Technology 29.01%
2 Energy 14.47%
3 Consumer Discretionary 12.01%
4 Financials 9.25%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.03%
82,203
-768
27
$3.09M 0.93%
9,791
-334
28
$3M 0.9%
13,701
29
$2.99M 0.9%
20,597
30
$2.85M 0.86%
45,977
31
$2.74M 0.82%
7,265
-37
32
$2.73M 0.82%
35,720
-1,535
33
$2.54M 0.76%
97,150
+300
34
$2.48M 0.74%
22,017
-892
35
$2.44M 0.73%
5,101
+291
36
$2.41M 0.72%
15,708
+434
37
$2.38M 0.71%
66,864
-2,265
38
$2.33M 0.7%
6,724
-122
39
$2.3M 0.69%
15,909
+407
40
$2.24M 0.67%
21,949
+1,197
41
$2.24M 0.67%
27,347
-371
42
$2.22M 0.67%
10,665
-108
43
$2.12M 0.64%
37,921
+698
44
$2.1M 0.63%
21,746
45
$2.06M 0.62%
35,503
-1,279
46
$2.04M 0.61%
11,485
+1,042
47
$1.88M 0.56%
113,615
+42
48
$1.79M 0.54%
28,484
+1,649
49
$1.78M 0.53%
18,857
-317
50
$1.76M 0.53%
15,749
+791
1
2
3 4 5