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

Top Buys

1
+$1.09M
2
+$747K
3
+$674K
4
CRM icon
Salesforce
CRM
+$534K
5
HD icon
Home Depot
HD
+$528K

Top Sells

1
+$2.34M
2
+$814K
3
+$654K
4
NKE icon
Nike
NKE
+$407K
5
MRK icon
Merck
MRK
+$300K

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
51
$1.17M 0.43%
19,648
+82
52
$1.15M 0.42%
4,666
+605
53
$1.14M 0.42%
22,059
-218
54
$1.08M 0.39%
5,470
-36
55
$1.03M 0.38%
17,355
56
$1.02M 0.37%
12,928
-3,788
57
$999K 0.36%
13,875
-220
58
$978K 0.36%
2,756
+73
59
$968K 0.35%
2,883
60
$950K 0.35%
18,333
61
$928K 0.34%
7,889
-1,000
62
$916K 0.33%
4,090
-2,921
63
$894K 0.33%
5,995
-1,400
64
$892K 0.33%
6,249
65
$888K 0.32%
32,855
+11,323
66
$870K 0.32%
3,424
-341
67
$868K 0.32%
8,514
+1,757
68
$830K 0.3%
7,629
+36
69
$829K 0.3%
9,081
70
$805K 0.29%
13,238
-1,116
71
$734K 0.27%
52,385
-8,680
72
$712K 0.26%
4,980
+195
73
$652K 0.24%
11,880
+4,180
74
$636K 0.23%
19,392
75
$636K 0.23%
4,321
+1,476
1 2
3
4 5