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
$544M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.42M
3
+$802K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$697K
5
MSFT icon
Microsoft
MSFT
+$611K

Top Sells

1
+$3.31M
2
+$2.23M
3
+$729K
4
FFIN icon
First Financial Bankshares
FFIN
+$478K
5
AAPL icon
Apple
AAPL
+$320K

Sector Composition

1 Technology 38.65%
2 Energy 10.57%
3 Consumer Discretionary 10.33%
4 Communication Services 8.38%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.46%
59,988
+9,219
52
$2.41M 0.44%
19,476
+385
53
$2.31M 0.43%
21,746
54
$2.28M 0.42%
21,655
+4,507
55
$2.21M 0.41%
12,920
-79
56
$2.18M 0.4%
89,397
+6,226
57
$1.83M 0.34%
5,488
-100
58
$1.83M 0.34%
23,174
-249
59
$1.8M 0.33%
75,796
+8,203
60
$1.73M 0.32%
3,399
+549
61
$1.67M 0.31%
264,039
62
$1.65M 0.3%
21,231
-3,798
63
$1.62M 0.3%
37,921
+7,369
64
$1.59M 0.29%
2,871
+141
65
$1.59M 0.29%
19,524
66
$1.57M 0.29%
13,696
+2,003
67
$1.56M 0.29%
7,879
+162
68
$1.54M 0.28%
42,260
+6,998
69
$1.44M 0.26%
7,226
+2
70
$1.39M 0.26%
35,040
+14,680
71
$1.37M 0.25%
5,373
72
$1.19M 0.22%
6,750
73
$1.16M 0.21%
7,056
-122
74
$1.12M 0.21%
4,934
75
$1.04M 0.19%
5,370
1 2
3
4 5