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
$263M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$646K
3
+$568K
4
SHW icon
Sherwin-Williams
SHW
+$435K
5
MRK icon
Merck
MRK
+$328K

Top Sells

1
+$2.27M
2
+$556K
3
+$434K
4
CERS icon
Cerus
CERS
+$410K
5
AMZN icon
Amazon
AMZN
+$337K

Sector Composition

1 Technology 27.29%
2 Consumer Discretionary 13.15%
3 Communication Services 10.85%
4 Financials 9.18%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
29
-142
477
$1K ﹤0.01%
100
478
$1K ﹤0.01%
111
-1,780
479
$1K ﹤0.01%
15
-533
480
$1K ﹤0.01%
+60
481
$1K ﹤0.01%
24
-188
482
$1K ﹤0.01%
91
-3,488
483
$1K ﹤0.01%
+12
484
$1K ﹤0.01%
20
485
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25
486
$1K ﹤0.01%
171
487
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170
488
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29
-1
489
$1K ﹤0.01%
53
-257
490
$1K ﹤0.01%
2
-8
491
$1K ﹤0.01%
20
492
$1K ﹤0.01%
+49
493
$1K ﹤0.01%
15
494
$1K ﹤0.01%
2,350
495
$1K ﹤0.01%
+10
496
$0 ﹤0.01%
+11
497
– –
-40
498
$0 ﹤0.01%
+10
499
$0 ﹤0.01%
+140
500
– –
-1,535
18 19
20
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