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
$313M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$703K
3
+$559K
4
KO icon
Coca-Cola
KO
+$518K
5
UNH icon
UnitedHealth
UNH
+$508K

Top Sells

1
+$3.55M
2
+$1.88M
3
+$1.6M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.49M
5
USAC icon
USA Compression Partners
USAC
+$1.49M

Sector Composition

1 Technology 29.02%
2 Consumer Discretionary 13.1%
3 Energy 12.01%
4 Financials 9.99%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.52%
27,101
+312
52
$1.62M 0.52%
18,859
+4,779
53
$1.54M 0.49%
5,807
+155
54
$1.52M 0.49%
7,039
+254
55
$1.52M 0.48%
20,042
+530
56
$1.49M 0.48%
14,531
+60
57
$1.45M 0.46%
25,888
+6,188
58
$1.4M 0.45%
32,077
+1,724
59
$1.32M 0.42%
16,151
60
$1.31M 0.42%
7,973
+201
61
$1.3M 0.42%
4,036
+889
62
$1.14M 0.36%
26,494
-3,528
63
$1.12M 0.36%
15,751
+2,900
64
$1.12M 0.36%
2,210
+1,005
65
$1.11M 0.35%
4,159
+2,631
66
$1.1M 0.35%
20,042
+863
67
$1.09M 0.35%
46,150
-5,150
68
$1.07M 0.34%
28,101
+10,140
69
$1.05M 0.34%
5,410
70
$1.05M 0.34%
10,841
+3,491
71
$1.04M 0.33%
29,983
-2,170
72
$1.03M 0.33%
8,128
-315
73
$987K 0.32%
7,815
+3,465
74
$948K 0.3%
13,714
+1,092
75
$932K 0.3%
7,105
+323
1 2
3
4 5