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
$333M
AUM Growth
-$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$547K
3
+$310K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$206K
5
JNJ icon
Johnson & Johnson
JNJ
+$185K

Top Sells

1
+$867K
2
+$841K
3
+$422K
4
WST icon
West Pharmaceutical
WST
+$391K
5
TYL icon
Tyler Technologies
TYL
+$348K

Sector Composition

1 Technology 29.01%
2 Energy 14.47%
3 Consumer Discretionary 12.01%
4 Financials 9.25%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.52%
6,785
+215
52
$1.63M 0.49%
40,170
+279
53
$1.6M 0.48%
160,510
+2,000
54
$1.59M 0.48%
30,353
-292
55
$1.56M 0.47%
19,512
-559
56
$1.54M 0.46%
35,228
-533
57
$1.49M 0.45%
31,223
-1,200
58
$1.49M 0.45%
89,122
59
$1.47M 0.44%
26,789
-652
60
$1.47M 0.44%
16,151
-1,035
61
$1.46M 0.44%
32,153
-996
62
$1.39M 0.42%
30,022
-1,841
63
$1.31M 0.39%
7,772
-363
64
$1.3M 0.39%
14,471
-1,696
65
$1.28M 0.39%
14,080
+472
66
$1.27M 0.38%
5,652
-141
67
$1.24M 0.37%
+19,700
68
$1.18M 0.35%
19,179
-406
69
$1.15M 0.35%
5,410
+349
70
$1.06M 0.32%
8,443
-630
71
$1.06M 0.32%
12,622
+107
72
$1.02M 0.31%
3,147
+375
73
$990K 0.3%
12,851
+730
74
$986K 0.3%
8,688
-393
75
$973K 0.29%
5,442
+34
1 2
3
4 5