CWP

CFM Wealth Partners Portfolio holdings

AUM $628M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.53M
3
+$1.43M
4
COST icon
Costco
COST
+$1.13M
5
AMD icon
Advanced Micro Devices
AMD
+$1.06M

Top Sells

1
+$2.53M
2
+$2M
3
+$961K
4
SHOP icon
Shopify
SHOP
+$947K
5
AAPL icon
Apple
AAPL
+$879K

Sector Composition

1 Technology 36.16%
2 Consumer Discretionary 11.42%
3 Energy 10.95%
4 Financials 7.92%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.51%
19,091
-195
52
$2.45M 0.49%
264,039
53
$2.38M 0.48%
7,434
+488
54
$2.29M 0.46%
25,029
-7,636
55
$2.19M 0.44%
21,746
56
$2.19M 0.44%
50,769
+188
57
$2.14M 0.43%
12,999
-1,314
58
$2.05M 0.41%
5,588
-100
59
$1.99M 0.4%
83,171
60
$1.87M 0.38%
23,423
+352
61
$1.8M 0.36%
67,593
62
$1.72M 0.35%
17,148
+3,985
63
$1.57M 0.31%
19,524
-1,889
64
$1.49M 0.3%
11,693
+44
65
$1.48M 0.3%
6,750
66
$1.41M 0.28%
2,850
+278
67
$1.4M 0.28%
5,373
-439
68
$1.38M 0.28%
2,730
+1,860
69
$1.36M 0.27%
7,717
-261
70
$1.27M 0.26%
35,262
+9,093
71
$1.27M 0.25%
30,552
+8,443
72
$1.22M 0.25%
7,224
73
$1.21M 0.24%
4,934
-178
74
$1.16M 0.23%
7,178
+428
75
$1M 0.2%
10,682
-2,867
1 2
3
4 5