CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.16M
3
+$1.46M
4
CRCL
Circle Internet Group
CRCL
+$1.17M
5
COIN icon
Coinbase
COIN
+$1.12M

Top Sells

1
+$5.18M
2
+$3.51M
3
+$2.04M
4
TSLA icon
Tesla
TSLA
+$806K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K

Sector Composition

1 Technology 38.87%
2 Communication Services 10.94%
3 Financials 9.35%
4 Consumer Discretionary 9.32%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.38%
7,222
+78
52
$2.33M 0.34%
46,729
+3,853
53
$2.31M 0.34%
4,845
-8
54
$2.24M 0.32%
24,052
+1,456
55
$2.21M 0.32%
92,125
+8,326
56
$2.09M 0.3%
112,601
57
$2.06M 0.3%
4,622
-2,324
58
$2.04M 0.3%
12,828
+1,339
59
$1.96M 0.28%
49,883
+4,939
60
$1.86M 0.27%
4,482
-36
61
$1.78M 0.26%
35,657
-9,084
62
$1.46M 0.21%
42,260
63
$1.44M 0.21%
10,617
+6
64
$1.43M 0.21%
9,283
-1,241
65
$1.41M 0.2%
8,447
-4,343
66
$1.39M 0.2%
11,523
-76
67
$1.33M 0.19%
26,264
68
$1.32M 0.19%
18,022
69
$1.2M 0.17%
12,854
70
$1.2M 0.17%
22,049
71
$1.15M 0.17%
4,858
-70
72
$1.11M 0.16%
+3,292
73
$1.1M 0.16%
6,046
+4,331
74
$1.06M 0.15%
+20,449
75
$1.06M 0.15%
11,206
+763
1 2
3
4 5