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
$593M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.07M
3
+$636K
4
JPM icon
JPMorgan Chase
JPM
+$426K
5
AMZN icon
Amazon
AMZN
+$377K

Top Sells

1
+$3.33M
2
+$2.73M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Sector Composition

1 Technology 37.12%
2 Consumer Discretionary 10.72%
3 Energy 9.26%
4 Communication Services 9.04%
5 Financials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6M 1.01%
166,395
-3,959
27
$5.74M 0.97%
16,872
+94
28
$5.71M 0.96%
94,619
+94
29
$5.64M 0.95%
179,960
-1,026
30
$5.48M 0.92%
18,892
+382
31
$4.79M 0.81%
53,954
+1,735
32
$4.63M 0.78%
10,205
+206
33
$4.58M 0.77%
4,317
+63
34
$4.56M 0.77%
51,140
+7,130
35
$4.43M 0.75%
36,710
+3
36
$4.38M 0.74%
8,136
+185
37
$4.35M 0.73%
30,230
-841
38
$4.31M 0.73%
82,341
+470
39
$4.3M 0.73%
47,606
+3,553
40
$4.12M 0.69%
66,127
+4,096
41
$3.9M 0.66%
21,955
+752
42
$3.89M 0.66%
26,329
+703
43
$3.54M 0.6%
180,484
-5,687
44
$3.2M 0.54%
22,092
+436
45
$3.13M 0.53%
54,461
-1,051
46
$2.99M 0.5%
7,399
+211
47
$2.89M 0.49%
8,433
+6,047
48
$2.87M 0.48%
63,902
+615
49
$2.81M 0.47%
47,088
+421
50
$2.77M 0.47%
15,553
+1,410
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