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
$593M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.07M
3
+$636K
4
JPM icon
JPMorgan Chase
JPM
+$426K
5
AMZN icon
Amazon
AMZN
+$377K

Top Sells

1
+$3.33M
2
+$2.73M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Sector Composition

1 Technology 37.12%
2 Consumer Discretionary 10.72%
3 Energy 9.26%
4 Communication Services 9.04%
5 Financials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.58M 0.44%
21,401
52
$2.44M 0.41%
15,020
53
$2.36M 0.4%
4,666
+270
54
$2.3M 0.39%
7,135
-1,323
55
$1.96M 0.33%
5,409
-131
56
$1.83M 0.31%
18,190
57
$1.81M 0.31%
37,921
58
$1.8M 0.3%
23,662
+478
59
$1.79M 0.3%
264,039
60
$1.79M 0.3%
17,959
-663
61
$1.74M 0.29%
74,038
-1,758
62
$1.69M 0.29%
2,951
+468
63
$1.59M 0.27%
106,119
+9,895
64
$1.57M 0.27%
9,391
+966
65
$1.56M 0.26%
42,260
66
$1.42M 0.24%
4,485
-327
67
$1.35M 0.23%
35,040
68
$1.33M 0.22%
10,544
+373
69
$1.25M 0.21%
7,285
+984
70
$1.21M 0.2%
10,626
-54
71
$1.2M 0.2%
11,845
+731
72
$1.2M 0.2%
6,709
-204
73
$1.19M 0.2%
6,750
74
$1.15M 0.19%
27,149
-54
75
$1.12M 0.19%
4,928
1 2
3
4 5