CWP

CFM Wealth Partners Portfolio holdings

AUM $689M
1-Year Est. Return 27.63%
This Quarter Est. Return
1 Year Est. Return
+27.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$1.45M
3
+$1.11M
4
TWLO icon
Twilio
TWLO
+$1.01M
5
CMG icon
Chipotle Mexican Grill
CMG
+$758K

Top Sells

1
+$4.19M
2
+$2.17M
3
+$1.61M
4
CHWY icon
Chewy
CHWY
+$816K
5
ULTA icon
Ulta Beauty
ULTA
+$805K

Sector Composition

1 Technology 31.01%
2 Consumer Discretionary 13.57%
3 Financials 11.5%
4 Communication Services 10.37%
5 Energy 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.46%
15,263
+526
52
$1.68M 0.45%
10,172
-2,031
53
$1.58M 0.42%
6,301
+350
54
$1.58M 0.42%
3,983
-456
55
$1.47M 0.39%
8,474
+1,679
56
$1.46M 0.39%
17,054
-464
57
$1.45M 0.38%
+8,709
58
$1.4M 0.37%
64,272
-2,646
59
$1.39M 0.37%
13,257
-171
60
$1.32M 0.35%
4,150
+1,785
61
$1.29M 0.34%
5,381
-593
62
$1.29M 0.34%
5,923
+187
63
$1.21M 0.32%
30,947
+50
64
$1.2M 0.32%
22,243
65
$1.2M 0.32%
5,470
66
$1.2M 0.32%
6,249
67
$1.18M 0.31%
9,466
+144
68
$1.15M 0.3%
6,461
-350
69
$1.15M 0.3%
18,823
-89
70
$1.14M 0.3%
262,972
71
$1.13M 0.3%
2,636
-248
72
$1.11M 0.3%
19,784
73
$1.11M 0.29%
+18,760
74
$1.11M 0.29%
19,810
+17
75
$1.04M 0.28%
9,081
1 2
3
4 5