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
$398M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.46M
3
+$1.52M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.48M
5
USAC icon
USA Compression Partners
USAC
+$1.48M

Top Sells

1
+$423K
2
+$243K
3
+$223K
4
AMED
Amedisys
AMED
+$221K
5
LOPE icon
Grand Canyon Education
LOPE
+$201K

Sector Composition

1 Technology 31.15%
2 Consumer Discretionary 13.17%
3 Financials 10.39%
4 Communication Services 10.31%
5 Energy 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.49%
4,337
+354
52
$1.85M 0.47%
19,521
+389
53
$1.8M 0.45%
7,334
+1,033
54
$1.75M 0.44%
11,155
55
$1.67M 0.42%
15,520
+257
56
$1.63M 0.41%
9,281
+807
57
$1.58M 0.4%
9,810
-362
58
$1.52M 0.38%
+159,151
59
$1.48M 0.37%
4,944
+794
60
$1.48M 0.37%
+32,423
61
$1.48M 0.37%
+89,122
62
$1.34M 0.34%
13,257
63
$1.33M 0.33%
30,947
64
$1.26M 0.32%
18,605
-218
65
$1.25M 0.31%
61,293
-2,979
66
$1.2M 0.3%
262,972
67
$1.19M 0.3%
17,061
+7
68
$1.18M 0.3%
9,315
+606
69
$1.18M 0.3%
22,411
+168
70
$1.15M 0.29%
5,217
-164
71
$1.13M 0.28%
4,371
-150
72
$1.12M 0.28%
2,610
-26
73
$1.11M 0.28%
9,081
74
$1.09M 0.28%
20,264
+454
75
$1.06M 0.27%
5,531
-392
1 2
3
4 5