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
$689M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$2.14M
3
+$1.55M
4
COIN icon
Coinbase
COIN
+$1.11M
5
BMNR
BitMine Immersion Technologies
BMNR
+$1.06M

Top Sells

1
+$5.18M
2
+$3.56M
3
+$1.92M
4
TSLA icon
Tesla
TSLA
+$1.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$825K

Sector Composition

1 Technology 38.87%
2 Communication Services 10.94%
3 Financials 9.35%
4 Consumer Discretionary 9.32%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
51
iShares Russell 1000 ETF
IWB
$45.3B
$2.64M 0.38%
7,222
+78
MPLX icon
52
MPLX
MPLX
$55.8B
$2.33M 0.34%
46,729
+3,853
CAT icon
53
Caterpillar
CAT
$266B
$2.31M 0.34%
4,845
-8
ESGD icon
54
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$2.24M 0.32%
24,052
+1,456
USAC icon
55
USA Compression Partners
USAC
$3.1B
$2.21M 0.32%
92,125
+8,326
SBLK icon
56
Star Bulk Carriers
SBLK
$2.28B
$2.09M 0.3%
112,601
TSLA icon
57
Tesla
TSLA
$1.43T
$2.06M 0.3%
4,622
-2,324
MS icon
58
Morgan Stanley
MS
$268B
$2.04M 0.3%
12,828
+1,339
WES icon
59
Western Midstream Partners
WES
$16B
$1.96M 0.28%
49,883
+4,939
PWR icon
60
Quanta Services
PWR
$67.4B
$1.86M 0.27%
4,482
-36
ASO icon
61
Academy Sports + Outdoors
ASO
$3.29B
$1.78M 0.26%
35,657
-9,084
HESM icon
62
Hess Midstream
HESM
$4.35B
$1.46M 0.21%
42,260
PSX icon
63
Phillips 66
PSX
$56.3B
$1.44M 0.21%
10,617
+6
PG icon
64
Procter & Gamble
PG
$345B
$1.43M 0.21%
9,283
-1,241
FTAI icon
65
FTAI Aviation
FTAI
$17.4B
$1.41M 0.2%
8,447
-4,343
IVW icon
66
iShares S&P 500 Growth ETF
IVW
$66.4B
$1.39M 0.2%
11,523
-76
ENB icon
67
Enbridge
ENB
$107B
$1.33M 0.19%
26,264
OKE icon
68
Oneok
OKE
$46.4B
$1.32M 0.19%
18,022
EFA icon
69
iShares MSCI EAFE ETF
EFA
$68.3B
$1.2M 0.17%
12,854
EQT icon
70
EQT Corp
EQT
$37.8B
$1.2M 0.17%
22,049
UNP icon
71
Union Pacific
UNP
$137B
$1.15M 0.17%
4,858
-70
COIN icon
72
Coinbase
COIN
$70.1B
$1.11M 0.16%
+3,292
PLTR icon
73
Palantir
PLTR
$399B
$1.1M 0.16%
6,046
+4,331
BMNR
74
BitMine Immersion Technologies
BMNR
$11.1B
$1.06M 0.15%
+20,449
COP icon
75
ConocoPhillips
COP
$112B
$1.06M 0.15%
11,206
+763
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3
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