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
$215M
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.42M
3
+$1.32M
4
MSFT icon
Microsoft
MSFT
+$815K
5
PM icon
Philip Morris
PM
+$647K

Top Sells

1
+$667K
2
+$235K
3
+$232K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K
5
CVGW icon
Calavo Growers
CVGW
+$165K

Sector Composition

1 Technology 25.02%
2 Consumer Discretionary 12.65%
3 Communication Services 11.21%
4 Financials 8.93%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
500
477
$3K ﹤0.01%
20
478
$3K ﹤0.01%
+64
479
$3K ﹤0.01%
548
480
$3K ﹤0.01%
1,084
481
$3K ﹤0.01%
65
+6
482
$3K ﹤0.01%
175
483
$3K ﹤0.01%
189
-278
484
$3K ﹤0.01%
1,000
485
$3K ﹤0.01%
538
-59
486
$3K ﹤0.01%
703
487
$3K ﹤0.01%
250
-250
488
$2K ﹤0.01%
100
-137
489
$2K ﹤0.01%
+40
490
$2K ﹤0.01%
+200
491
$2K ﹤0.01%
170
492
$2K ﹤0.01%
24
493
$2K ﹤0.01%
788
-105
494
$2K ﹤0.01%
200
495
$2K ﹤0.01%
135
496
$2K ﹤0.01%
+130
497
$2K ﹤0.01%
276
-186
498
$1K ﹤0.01%
100
499
$1K ﹤0.01%
+500
500
$1K ﹤0.01%
+15
18 19
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