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
$498M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.53M
3
+$1.43M
4
COST icon
Costco
COST
+$1.13M
5
AMD icon
Advanced Micro Devices
AMD
+$1.06M

Top Sells

1
+$2.53M
2
+$2M
3
+$961K
4
SHOP icon
Shopify
SHOP
+$947K
5
AAPL icon
Apple
AAPL
+$879K

Sector Composition

1 Technology 36.16%
2 Consumer Discretionary 11.42%
3 Energy 10.95%
4 Financials 7.92%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.64M 1.13%
28,179
+779
27
$5.46M 1.1%
93,950
+650
28
$5.36M 1.08%
19,016
+775
29
$4.93M 0.99%
58,617
-3,136
30
$4.68M 0.94%
160,250
+18,358
31
$4.3M 0.86%
51,404
-528
32
$3.76M 0.76%
55,726
-187
33
$3.75M 0.75%
7,809
+180
34
$3.71M 0.74%
36,551
-26
35
$3.69M 0.74%
20,264
+961
36
$3.62M 0.73%
22,171
-3,396
37
$3.54M 0.71%
52,664
-37,549
38
$3.49M 0.7%
79,930
-1,971
39
$3.41M 0.68%
55,663
+8,334
40
$3.31M 0.66%
34,211
-1,089
41
$3.27M 0.66%
46,696
+719
42
$3.2M 0.64%
15,503
-436
43
$2.99M 0.6%
18,949
+849
44
$2.99M 0.6%
7,104
+592
45
$2.93M 0.59%
26,263
-246
46
$2.93M 0.59%
186,122
+24,373
47
$2.67M 0.54%
44,387
+2,441
48
$2.63M 0.53%
9,117
-1,343
49
$2.62M 0.53%
4,319
+79
50
$2.62M 0.53%
3,435
+2,006
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2
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