CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
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
+$1.84M
2
+$1.74M
3
+$1.58M
4
MSFT icon
Microsoft
MSFT
+$850K
5
PM icon
Philip Morris
PM
+$730K

Top Sells

1
+$721K
2
+$300K
3
+$277K
4
XOM icon
Exxon Mobil
XOM
+$236K
5
CVGW icon
Calavo Growers
CVGW
+$204K

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