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
$334M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.23M
3
+$1.89M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.57M
5
USAC icon
USA Compression Partners
USAC
+$1.32M

Top Sells

1
+$1.96M
2
+$874K
3
+$701K
4
KKR icon
KKR & Co
KKR
+$571K
5
SIVB
SVB Financial Group
SIVB
+$479K

Sector Composition

1 Technology 26.13%
2 Energy 16.31%
3 Consumer Discretionary 12.17%
4 Consumer Staples 9.27%
5 Financials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.56%
33,387
52
$1.82M 0.54%
7,327
+288
53
$1.8M 0.54%
15,771
-1,043
54
$1.7M 0.51%
25,888
55
$1.65M 0.5%
20,120
+78
56
$1.63M 0.49%
5,288
+1,129
57
$1.61M 0.48%
35,613
-1,777
58
$1.59M 0.47%
30,960
-1,117
59
$1.57M 0.47%
16,151
60
$1.57M 0.47%
+31,223
61
$1.56M 0.47%
13,245
-1,286
62
$1.48M 0.44%
4,036
63
$1.42M 0.43%
19,799
+4,048
64
$1.41M 0.42%
16,213
-2,015
65
$1.32M 0.4%
+67,593
66
$1.32M 0.39%
5,498
-44
67
$1.28M 0.38%
2,409
+199
68
$1.23M 0.37%
41,730
-4,420
69
$1.22M 0.37%
19,427
-615
70
$1.2M 0.36%
10,916
+75
71
$1.16M 0.35%
8,128
72
$1.13M 0.34%
7,436
-379
73
$1.11M 0.33%
8,688
74
$1.08M 0.32%
5,198
-212
75
$958K 0.29%
6,750
1 2
3
4 5