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
501
$1K ﹤0.01%
135
502
$1K ﹤0.01%
2,253
-667
503
$1K ﹤0.01%
43
504
$1K ﹤0.01%
38
-206
505
$1K ﹤0.01%
12
506
$1K ﹤0.01%
51
-70
507
$1K ﹤0.01%
400
508
$1K ﹤0.01%
+947
509
$1K ﹤0.01%
20
510
$1K ﹤0.01%
25
-108
511
$1K ﹤0.01%
171
512
$1K ﹤0.01%
30
513
$1K ﹤0.01%
+20
514
$1K ﹤0.01%
15
515
$1K ﹤0.01%
+2,350
516
$1K ﹤0.01%
+3,093
517
$1K ﹤0.01%
3,000
518
– –
-57
519
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-400
520
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-275
521
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522
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523
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-390
524
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-11
525
– –
-380
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