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%
2
-8
477
$1K ﹤0.01%
20
478
$1K ﹤0.01%
+49
479
$1K ﹤0.01%
15
480
$1K ﹤0.01%
2,350
481
$1K ﹤0.01%
+10
482
$1K ﹤0.01%
111
-1,780
483
$1K ﹤0.01%
15
-533
484
$1K ﹤0.01%
+60
485
$1K ﹤0.01%
24
-188
486
$1K ﹤0.01%
91
-3,488
487
$1K ﹤0.01%
135
488
$1K ﹤0.01%
33
-10
489
$1K ﹤0.01%
16
-77
490
$1K ﹤0.01%
12
491
$1K ﹤0.01%
400
492
$1K ﹤0.01%
+86
493
$1K ﹤0.01%
947
494
$1K ﹤0.01%
+12
495
$1K ﹤0.01%
20
496
– –
-1,034
497
– –
-557
498
$0 ﹤0.01%
+52
499
– –
-1,650
500
$0 ﹤0.01%
+57
18 19
20
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