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
$544M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.42M
3
+$802K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$697K
5
MSFT icon
Microsoft
MSFT
+$611K

Top Sells

1
+$3.31M
2
+$2.23M
3
+$729K
4
FFIN icon
First Financial Bankshares
FFIN
+$478K
5
AAPL icon
Apple
AAPL
+$320K

Sector Composition

1 Technology 38.65%
2 Energy 10.57%
3 Consumer Discretionary 10.33%
4 Communication Services 8.38%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.45M 1%
67,211
+8,594
27
$5.24M 0.96%
180,986
+20,736
28
$5.16M 0.95%
174,749
-16,194
29
$4.94M 0.91%
19,367
+351
30
$4.93M 0.91%
16,528
-79
31
$4.3M 0.79%
51,202
-202
32
$4.03M 0.74%
36,585
+34
33
$3.89M 0.71%
7,770
-39
34
$3.72M 0.68%
58,391
+2,728
35
$3.71M 0.68%
26,077
-186
36
$3.69M 0.68%
81,014
+1,084
37
$3.62M 0.67%
21,125
+861
38
$3.55M 0.65%
15,028
-475
39
$3.21M 0.59%
31,068
-21,596
40
$3.19M 0.59%
20,383
+1,434
41
$3.13M 0.58%
22,177
+6
42
$3.1M 0.57%
45,834
+1,447
43
$3.04M 0.56%
3,864
+429
44
$3.02M 0.55%
46,157
-539
45
$3.02M 0.55%
186,171
+49
46
$3M 0.55%
56,359
+633
47
$2.97M 0.55%
7,306
+202
48
$2.94M 0.54%
43,630
+440
49
$2.85M 0.52%
7,434
50
$2.59M 0.48%
8,713
-404
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