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
$442M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.74M
3
+$2.23M
4
RY icon
Royal Bank of Canada
RY
+$2.2M
5
SBLK icon
Star Bulk Carriers
SBLK
+$1.77M

Top Sells

1
+$1.5M
2
+$843K
3
+$827K
4
AAPL icon
Apple
AAPL
+$807K
5
DVN icon
Devon Energy
DVN
+$593K

Sector Composition

1 Technology 34.78%
2 Consumer Discretionary 11.81%
3 Energy 10.87%
4 Financials 7.73%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.5%
41,946
52
$2.2M 0.5%
+21,746
53
$2.13M 0.48%
50,581
+106
54
$2.11M 0.48%
14,313
-188
55
$2.1M 0.48%
19,286
-194
56
$2.06M 0.47%
42,400
-130
57
$1.98M 0.45%
7,978
-198
58
$1.77M 0.4%
6,946
-15
59
$1.77M 0.4%
+83,171
60
$1.74M 0.39%
23,071
61
$1.68M 0.38%
5,688
62
$1.54M 0.35%
+67,593
63
$1.5M 0.34%
21,413
-4
64
$1.47M 0.33%
13,549
-1,064
65
$1.37M 0.31%
6,750
66
$1.35M 0.31%
2,572
+33
67
$1.35M 0.31%
11,649
-1,045
68
$1.34M 0.3%
21,753
-171
69
$1.26M 0.28%
8,028
-1,555
70
$1.26M 0.28%
5,112
71
$1.25M 0.28%
5,812
-1,940
72
$1.09M 0.25%
13,163
+96
73
$1.04M 0.24%
7,224
74
$1.01M 0.23%
1,429
-8
75
$989K 0.22%
6,750
-206
1 2
3
4 5