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
$274M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$937K
2
+$703K
3
+$666K
4
HD icon
Home Depot
HD
+$515K
5
CRM icon
Salesforce
CRM
+$465K

Top Sells

1
+$2.21M
2
+$814K
3
+$628K
4
NKE icon
Nike
NKE
+$348K
5
MRK icon
Merck
MRK
+$297K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 14.56%
3 Communication Services 11.17%
4 Financials 9.06%
5 Energy 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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503
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504
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-548
505
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-5,916
506
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507
– –
-2,005
508
– –
-963
509
– –
-1,400
510
– –
-268
511
– –
-470
512
– –
-12
513
– –
-21
514
– –
-767
515
– –
-34
516
– –
-2,253
517
– –
-1,512
518
– –
-1,262
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