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
$334M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.23M
3
+$1.89M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.57M
5
USAC icon
USA Compression Partners
USAC
+$1.32M

Top Sells

1
+$1.96M
2
+$874K
3
+$701K
4
KKR icon
KKR & Co
KKR
+$571K
5
SIVB
SVB Financial Group
SIVB
+$479K

Sector Composition

1 Technology 26.13%
2 Energy 16.31%
3 Consumer Discretionary 12.17%
4 Consumer Staples 9.27%
5 Financials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 1.03%
9,877
+18
27
$3.37M 1.01%
34,015
-389
28
$3.35M 1%
46,978
-3,156
29
$3.11M 0.93%
47,946
-479
30
$3.1M 0.93%
59,092
31
$3.1M 0.93%
46,580
+603
32
$3.01M 0.9%
19,842
-719
33
$3M 0.9%
16,703
-143
34
$2.99M 0.89%
18,486
+91
35
$2.89M 0.87%
13,493
36
$2.85M 0.85%
27,358
+5
37
$2.8M 0.84%
35,224
+361
38
$2.69M 0.8%
15,203
+296
39
$2.63M 0.79%
94,950
-200
40
$2.58M 0.77%
40,590
+2,853
41
$2.51M 0.75%
5,506
+178
42
$2.51M 0.75%
21,416
-897
43
$2.36M 0.71%
6,722
-13
44
$2.31M 0.69%
10,955
+184
45
$2.23M 0.67%
+264,039
46
$2.16M 0.65%
27,164
+63
47
$2.09M 0.63%
18,854
-5
48
$1.96M 0.59%
16,309
-2,453
49
$1.96M 0.59%
41,364
+48
50
$1.89M 0.57%
+159,444
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