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
$314M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.53M
3
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
XYZ
Block Inc
XYZ
+$915K

Top Sells

1
+$2.85M
2
+$2.25M
3
+$888K
4
BKNG icon
Booking.com
BKNG
+$545K
5
META icon
Meta Platforms (Facebook)
META
+$525K

Sector Composition

1 Technology 32.27%
2 Consumer Discretionary 13.83%
3 Communication Services 10.68%
4 Financials 9.36%
5 Consumer Staples 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.49%
14,376
+234
52
$1.53M 0.49%
11,189
+558
53
$1.48M 0.47%
17,186
-169
54
$1.45M 0.46%
+31,929
55
$1.26M 0.4%
47,776
-4,609
56
$1.24M 0.39%
9,322
+808
57
$1.23M 0.39%
17,513
-820
58
$1.18M 0.38%
10,042
-2,332
59
$1.16M 0.37%
13,762
-113
60
$1.14M 0.36%
19,457
-191
61
$1.14M 0.36%
5,470
62
$1.13M 0.36%
4,785
-195
63
$1.12M 0.36%
30,369
-3,247
64
$1.1M 0.35%
13,814
+576
65
$1.09M 0.35%
7,189
-700
66
$1.08M 0.35%
2,883
67
$1.04M 0.33%
5,736
-259
68
$1.03M 0.33%
6,249
69
$986K 0.31%
9,081
70
$984K 0.31%
19,746
-2,313
71
$977K 0.31%
8,409
+4,928
72
$967K 0.31%
12,388
-540
73
$947K 0.3%
3,298
-792
74
$860K 0.27%
5,332
+1,011
75
$835K 0.27%
7,629
1 2
3
4 5