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
$263M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$646K
3
+$568K
4
SHW icon
Sherwin-Williams
SHW
+$435K
5
MRK icon
Merck
MRK
+$328K

Top Sells

1
+$2.27M
2
+$556K
3
+$434K
4
CERS icon
Cerus
CERS
+$410K
5
AMZN icon
Amazon
AMZN
+$337K

Sector Composition

1 Technology 27.29%
2 Consumer Discretionary 13.15%
3 Communication Services 10.85%
4 Financials 9.18%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.47%
61,065
-10,756
52
$1.13M 0.43%
10,761
+200
53
$1.08M 0.41%
19,566
-1,581
54
$1.05M 0.4%
17,355
-2,770
55
$1.04M 0.39%
7,384
+1,346
56
$1.03M 0.39%
20,359
+5,854
57
$935K 0.36%
7,395
+100
58
$930K 0.35%
5,506
-74
59
$924K 0.35%
8,207
60
$892K 0.34%
2,883
-78
61
$891K 0.34%
4,061
+118
62
$888K 0.34%
3,765
-85
63
$847K 0.32%
14,354
-502
64
$841K 0.32%
18,823
+2,681
65
$814K 0.31%
6,600
66
$814K 0.31%
19,392
-534
67
$812K 0.31%
2,683
+694
68
$810K 0.31%
8,889
-583
69
$794K 0.3%
25,605
+5,372
70
$793K 0.3%
6,249
-95
71
$789K 0.3%
9,081
72
$760K 0.29%
9,887
-219
73
$694K 0.26%
7,593
-320
74
$669K 0.25%
+21,532
75
$658K 0.25%
5,707
-366
1 2
3
4 5