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
$332M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.51M
3
+$1.33M
4
CHWY icon
Chewy
CHWY
+$1.31M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.15M

Top Sells

1
+$1.48M
2
+$1.44M
3
+$1.16M
4
BA icon
Boeing
BA
+$989K
5
MDT icon
Medtronic
MDT
+$710K

Sector Composition

1 Technology 30.69%
2 Consumer Discretionary 14.17%
3 Communication Services 10.61%
4 Financials 9.39%
5 Energy 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.47%
4,439
+255
52
$1.53M 0.46%
66,918
-4,119
53
$1.52M 0.46%
5,974
-3,881
54
$1.51M 0.46%
+56,108
55
$1.47M 0.44%
12,071
+3,662
56
$1.43M 0.43%
17,518
+5
57
$1.41M 0.42%
13,428
-334
58
$1.33M 0.4%
+46,900
59
$1.33M 0.4%
5,736
60
$1.31M 0.39%
+15,454
61
$1.27M 0.38%
19,784
+38
62
$1.23M 0.37%
9,322
63
$1.21M 0.36%
5,470
64
$1.18M 0.36%
6,249
65
$1.17M 0.35%
22,243
-9,848
66
$1.15M 0.35%
19,793
+336
67
$1.15M 0.35%
2,884
+1
68
$1.12M 0.34%
6,811
-2,670
69
$1.12M 0.34%
30,897
+528
70
$1.09M 0.33%
6,795
+1,463
71
$1.09M 0.33%
+5,951
72
$1.03M 0.31%
+262,972
73
$1.02M 0.31%
4,593
-192
74
$1M 0.3%
18,912
-94
75
$982K 0.3%
9,081
1 2
3
4 5