CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.16M
3
+$1.46M
4
CRCL
Circle Internet Group
CRCL
+$1.17M
5
COIN icon
Coinbase
COIN
+$1.12M

Top Sells

1
+$5.18M
2
+$3.51M
3
+$2.04M
4
TSLA icon
Tesla
TSLA
+$806K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K

Sector Composition

1 Technology 38.87%
2 Communication Services 10.94%
3 Financials 9.35%
4 Consumer Discretionary 9.32%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.32M 1.06%
45,229
-83
27
$6.68M 0.97%
13,625
+2,105
28
$6.36M 0.92%
18,370
+511
29
$6.34M 0.92%
65,706
-4,020
30
$5.89M 0.86%
57,184
+4,873
31
$5.87M 0.85%
187,670
-276
32
$5.84M 0.85%
31,730
+3,535
33
$5.81M 0.84%
40,229
+1,969
34
$5.65M 0.82%
24,408
+1,394
35
$5.54M 0.8%
58,244
+1,034
36
$5.46M 0.79%
82,590
+154
37
$5.45M 0.79%
17,927
-1,603
38
$5.44M 0.79%
161,772
39
$5.14M 0.75%
8,394
+173
40
$5M 0.73%
9,945
-1,642
41
$4.46M 0.65%
34,327
+3,185
42
$4.18M 0.61%
62,965
-6,028
43
$3.59M 0.52%
18,447
+482
44
$3.24M 0.47%
20,889
-576
45
$3.24M 0.47%
188,858
46
$3.17M 0.46%
3,975
+616
47
$3.15M 0.46%
21,401
48
$3.01M 0.44%
14,716
49
$2.94M 0.43%
47,088
50
$2.79M 0.4%
60,219
-2,873
1
2
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