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
$412M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$3.71M
3
+$2.05M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.95M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.84M

Top Sells

1
+$5.46M
2
+$1.75M
3
+$898K
4
AAPL icon
Apple
AAPL
+$494K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$330K

Sector Composition

1 Technology 34.33%
2 Energy 11.82%
3 Consumer Discretionary 11.7%
4 Financials 7.69%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.54%
20,203
-1,026
52
$2.2M 0.53%
41,946
+303
53
$2.08M 0.5%
21,746
54
$2.05M 0.5%
+161,749
55
$2.05M 0.5%
6,005
+442
56
$2M 0.49%
14,836
-136
57
$1.95M 0.47%
+31,223
58
$1.85M 0.45%
3,944
-59
59
$1.84M 0.45%
+47,372
60
$1.82M 0.44%
41,320
-630
61
$1.68M 0.41%
23,071
-2,817
62
$1.6M 0.39%
8,128
63
$1.51M 0.37%
5,771
-325
64
$1.49M 0.36%
84,219
+21
65
$1.4M 0.34%
5,688
66
$1.38M 0.34%
29,984
-3,403
67
$1.33M 0.32%
+67,593
68
$1.32M 0.32%
12,712
-419
69
$1.3M 0.32%
19,586
-163
70
$1.29M 0.31%
6,561
-896
71
$1.26M 0.31%
19,743
-108
72
$1.25M 0.3%
6,750
73
$1.23M 0.3%
13,746
-2,498
74
$1.17M 0.28%
10,715
-79
75
$1.16M 0.28%
2,423
-57
1 2
3
4 5