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
$573M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.24M
3
+$1.01M
4
EQT icon
EQT Corp
EQT
+$897K
5
COST icon
Costco
COST
+$684K

Top Sells

1
+$1.51M
2
+$1.42M
3
+$907K
4
SBUX icon
Starbucks
SBUX
+$845K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$524K

Sector Composition

1 Technology 37.08%
2 Consumer Discretionary 10.22%
3 Energy 9.88%
4 Financials 8.14%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.66M 0.46%
8,458
-255
52
$2.57M 0.45%
4,396
+997
53
$2.54M 0.44%
14,143
+1,223
54
$2.28M 0.4%
96,224
+6,827
55
$2.19M 0.38%
264,039
56
$2.17M 0.38%
5,540
+52
57
$2.11M 0.37%
18,622
-854
58
$1.95M 0.34%
23,184
+10
59
$1.88M 0.33%
7,188
-691
60
$1.74M 0.3%
75,796
61
$1.69M 0.29%
37,921
62
$1.66M 0.29%
18,190
-1,334
63
$1.49M 0.26%
42,260
64
$1.47M 0.26%
2,846
-25
65
$1.46M 0.25%
8,425
+1,369
66
$1.43M 0.25%
4,812
-561
67
$1.4M 0.25%
10,680
-11,497
68
$1.34M 0.23%
6,750
69
$1.34M 0.23%
35,040
70
$1.23M 0.21%
2,483
+663
71
$1.22M 0.21%
12,563
-8,668
72
$1.21M 0.21%
4,928
-6
73
$1.15M 0.2%
10,921
-2,775
74
$1.14M 0.2%
5,505
+135
75
$1.13M 0.2%
6,644
-582
1 2
3
4 5