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
$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
IWB icon
51
iShares Russell 1000 ETF
IWB
$44B
$2.64M 0.38%
7,222
+78
MPLX icon
52
MPLX
MPLX
$59B
$2.33M 0.34%
46,729
+3,853
CAT icon
53
Caterpillar
CAT
$315B
$2.31M 0.34%
4,845
-8
ESGD icon
54
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.4B
$2.24M 0.32%
24,052
+1,456
USAC icon
55
USA Compression Partners
USAC
$4.12B
$2.21M 0.32%
92,125
+8,326
SBLK icon
56
Star Bulk Carriers
SBLK
$2.59B
$2.09M 0.3%
112,601
TSLA icon
57
Tesla
TSLA
$1.4T
$2.06M 0.3%
4,622
-2,324
MS icon
58
Morgan Stanley
MS
$258B
$2.04M 0.3%
12,828
+1,339
WES icon
59
Western Midstream Partners
WES
$16.2B
$1.96M 0.28%
49,883
+4,939
PWR icon
60
Quanta Services
PWR
$83.8B
$1.86M 0.27%
4,482
-36
ASO icon
61
Academy Sports + Outdoors
ASO
$3.46B
$1.78M 0.26%
35,657
-9,084
HESM icon
62
Hess Midstream
HESM
$5.19B
$1.46M 0.21%
42,260
PSX icon
63
Phillips 66
PSX
$71B
$1.44M 0.21%
10,617
+6
PG icon
64
Procter & Gamble
PG
$337B
$1.43M 0.21%
9,283
-1,241
FTAI icon
65
FTAI Aviation
FTAI
$23.8B
$1.41M 0.2%
8,447
-4,343
IVW icon
66
iShares S&P 500 Growth ETF
IVW
$61.7B
$1.39M 0.2%
11,523
-76
ENB icon
67
Enbridge
ENB
$118B
$1.33M 0.19%
26,264
OKE icon
68
Oneok
OKE
$57.2B
$1.32M 0.19%
18,022
EFA icon
69
iShares MSCI EAFE ETF
EFA
$69.5B
$1.2M 0.17%
12,854
EQT icon
70
EQT Corp
EQT
$40.9B
$1.2M 0.17%
22,049
UNP icon
71
Union Pacific
UNP
$139B
$1.15M 0.17%
4,858
-70
COIN icon
72
Coinbase
COIN
$51.8B
$1.11M 0.16%
+3,292
PLTR icon
73
Palantir
PLTR
$365B
$1.1M 0.16%
6,046
+4,331
BMNR
74
BitMine Immersion Technologies
BMNR
$9.36B
$1.06M 0.15%
+20,449
COP icon
75
ConocoPhillips
COP
$155B
$1.06M 0.15%
11,206
+763
1 2
3
4 5