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
$448M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.78M
3
+$1.7M
4
JAMF icon
Jamf
JAMF
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$886K

Top Sells

1
+$1.2M
2
+$1.18M
3
+$657K
4
AAPL icon
Apple
AAPL
+$416K
5
CSGP icon
CoStar Group
CSGP
+$390K

Sector Composition

1 Technology 34.33%
2 Consumer Discretionary 13.21%
3 Communication Services 9.6%
4 Financials 9.53%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.51%
15,847
+190
52
$2.29M 0.51%
21,746
53
$2.16M 0.48%
+28,187
54
$2.1M 0.47%
15,520
55
$2.02M 0.45%
41,838
-975
56
$1.94M 0.43%
11,529
+374
57
$1.91M 0.43%
19,063
-458
58
$1.85M 0.41%
4,617
+246
59
$1.78M 0.4%
+33,123
60
$1.77M 0.4%
14,880
+1,623
61
$1.75M 0.39%
10,183
+373
62
$1.72M 0.38%
30,350
-597
63
$1.69M 0.38%
9,249
-32
64
$1.66M 0.37%
8,345
+1,011
65
$1.57M 0.35%
+40,014
66
$1.53M 0.34%
25,799
+3,388
67
$1.51M 0.34%
89,122
68
$1.51M 0.34%
32,423
69
$1.38M 0.31%
158,510
-641
70
$1.36M 0.3%
7,303
+114
71
$1.35M 0.3%
22,011
+3,090
72
$1.27M 0.28%
16,827
-234
73
$1.25M 0.28%
17,004
-1,601
74
$1.25M 0.28%
5,061
-18
75
$1.24M 0.28%
9,081
1 2
3
4 5