CWP

CFM Wealth Partners Portfolio holdings

AUM $693M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$848K
3
+$816K
4
AVGO icon
Broadcom
AVGO
+$779K
5
META icon
Meta Platforms (Facebook)
META
+$758K

Top Sells

1
+$2.1M
2
+$1.09M
3
+$903K
4
NVDA icon
NVIDIA
NVDA
+$652K
5
FANG icon
Diamondback Energy
FANG
+$633K

Sector Composition

1 Technology 36.42%
2 Consumer Discretionary 10.31%
3 Communication Services 9.82%
4 Financials 9.4%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.38%
3,359
+67
52
$2.21M 0.35%
42,876
53
$2.21M 0.35%
6,946
-409
54
$2.04M 0.32%
83,799
55
$2.02M 0.32%
22,596
-2,041
56
$2M 0.32%
44,741
-4,266
57
$2M 0.32%
7,257
+3,589
58
$1.94M 0.31%
112,601
59
$1.88M 0.3%
4,853
60
$1.74M 0.28%
44,944
61
$1.71M 0.27%
4,518
62
$1.68M 0.27%
10,524
+451
63
$1.63M 0.26%
42,260
64
$1.62M 0.26%
11,489
+847
65
$1.47M 0.23%
12,790
-293
66
$1.47M 0.23%
18,022
-168
67
$1.4M 0.22%
8,714
+880
68
$1.29M 0.2%
22,049
-85
69
$1.28M 0.2%
11,599
-220
70
$1.27M 0.2%
10,611
+8
71
$1.19M 0.19%
26,264
72
$1.17M 0.19%
6,709
73
$1.15M 0.18%
12,854
+2,108
74
$1.14M 0.18%
5,474
75
$1.13M 0.18%
4,928
1 2
3
4 5