CWP

CFM Wealth Partners Portfolio holdings

AUM $628M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$12.4M
3
+$9.93M
4
AMZN icon
Amazon
AMZN
+$8.95M
5
META icon
Meta Platforms (Facebook)
META
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.32%
2 Energy 13.04%
3 Consumer Discretionary 11.93%
4 Communication Services 10.99%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.45%
+196,320
52
$1.21M 0.45%
+19,575
53
$1.1M 0.41%
+7,970
54
$1.09M 0.4%
+8,264
55
$1.08M 0.4%
+14,582
56
$1.07M 0.39%
+7,225
57
$1.04M 0.38%
+11,627
58
$1.03M 0.38%
+11,835
59
$1.03M 0.38%
+5,580
60
$942K 0.35%
+9,216
61
$926K 0.34%
+3,850
62
$920K 0.34%
+2,768
63
$911K 0.34%
+14,505
64
$899K 0.33%
+6,063
65
$896K 0.33%
+436
66
$856K 0.32%
+12,820
67
$846K 0.31%
+9,217
68
$826K 0.3%
+6,344
69
$803K 0.3%
+14,128
70
$778K 0.29%
+36,385
71
$691K 0.25%
+9,933
72
$665K 0.25%
+7,530
73
$663K 0.24%
+9,442
74
$663K 0.24%
+17,195
75
$656K 0.24%
+16,034
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3
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