CWP

CFM Wealth Partners Portfolio holdings

AUM $693M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$848K
3
+$816K
4
AVGO icon
Broadcom
AVGO
+$779K
5
META icon
Meta Platforms (Facebook)
META
+$758K

Top Sells

1
+$2.1M
2
+$1.09M
3
+$903K
4
NVDA icon
NVIDIA
NVDA
+$652K
5
FANG icon
Diamondback Energy
FANG
+$633K

Sector Composition

1 Technology 36.42%
2 Consumer Discretionary 10.31%
3 Communication Services 9.82%
4 Financials 9.4%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.41M 1.02%
69,726
+914
27
$6.13M 0.98%
17,859
+661
28
$5.87M 0.93%
11,520
+1,881
29
$5.83M 0.93%
187,946
-6,788
30
$5.82M 0.93%
161,772
-4,541
31
$5.8M 0.92%
28,195
+4,495
32
$5.71M 0.91%
19,530
+146
33
$5.63M 0.9%
11,587
+517
34
$5.37M 0.85%
57,210
+3,247
35
$5.18M 0.82%
92,282
-2,246
36
$5.11M 0.81%
52,311
+1,929
37
$4.88M 0.78%
68,993
+841
38
$4.83M 0.77%
82,436
-805
39
$4.72M 0.75%
38,260
+361
40
$4.67M 0.74%
8,221
+67
41
$4.27M 0.68%
23,014
+415
42
$4.14M 0.66%
31,142
+2,927
43
$3.42M 0.54%
188,858
-4,292
44
$3.28M 0.52%
17,965
+1,875
45
$3.18M 0.51%
47,088
46
$3.07M 0.49%
21,465
-1,425
47
$2.82M 0.45%
21,401
48
$2.69M 0.43%
14,716
-179
49
$2.69M 0.43%
63,092
-484
50
$2.43M 0.39%
7,144
-39
1
2
3 4 5