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
$271M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1 +$30.4M
2 +$12.4M
3 +$9.93M
4
AMZN icon
Amazon
AMZN
+$8.95M
5
META icon
Meta Platforms (Facebook)
META
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.32%
2 Energy 13.04%
3 Consumer Discretionary 11.93%
4 Communication Services 10.99%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$1K ﹤0.01%
+15
477
$1K ﹤0.01%
+140
478
$1K ﹤0.01%
+52
479
$1K ﹤0.01%
+43
480
$1K ﹤0.01%
+57
481
$1K ﹤0.01%
+12
482
$1K ﹤0.01%
+86
483
$1K ﹤0.01%
+20
484
$1K ﹤0.01%
+49
485
$1K ﹤0.01%
+15
486
$0 ﹤0.01%
+11
487
$0 ﹤0.01%
+12
488
$0 ﹤0.01%
+2
489
$0 ﹤0.01%
+1,600
490
$0 ﹤0.01%
+5