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CWP
CFM Wealth Partners Portfolio holdings
AUM
$667M
1-Year Est. Return
27.85%
This Fund
S&P 500
This Quarter
Est. Return
-1.39%
1 Year Est. Return
+27.85%
3 Year Est. Return
+116.49%
5 Year Est. Return
+166.86%
10 Year Est. Return
–
AUM
$667M
AUM Growth
-$25.6M
(-3.7%)
Cap. Flow
-$1.72M
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
48.19%
Holding
147
New
3
Increased
31
Reduced
51
Closed
4
Top Buys
| 1 |
TSMC
TSM
|
+$4.91M |
| 2 |
Marvell Technology
MRVL
|
+$2.4M |
| 3 |
Advanced Micro Devices
AMD
|
+$1.71M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.34M |
| 5 |
Broadcom
AVGO
|
+$1.28M |
Top Sells
| 1 |
Salesforce
CRM
|
+$6.23M |
| 2 |
ServiceNow
NOW
|
+$4.91M |
| 3 |
NVIDIA
NVDA
|
+$689K |
| 4 |
Palantir
PLTR
|
+$682K |
| 5 |
Apple
AAPL
|
+$630K |
Sector Composition
| 1 | Technology | 35.85% |
| 2 | Communication Services | 11.59% |
| 3 | Energy | 9.74% |
| 4 | Consumer Discretionary | 8.58% |
| 5 | Financials | 8.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
ConocoPhillips
COP
$137B
| $1.15M | 0.17% |
8,718
-1,139
| -12% | -$126K |
|
77
Texas Instruments
TXN
$265B
| $1.06M | 0.16% |
5,474
| – | – |
|
78
Merck
MRK
$315B
| $971K | 0.15% |
8,071
-100
| -1% | -$11.5K |
|
79
iShares Bitcoin Trust
IBIT
$47.1B
| $952K | 0.14% |
24,779
-165
| -0.7% | -$7.14K |
|
|
QXO
80
QXO Inc
QXO
$16B
| $875K | 0.13% |
45,059
+7,519
| +20% | +$172K |
|
81
HCA Healthcare
HCA
$85.6B
| $870K | 0.13% |
1,839
-92
| -5% | -$46.3K |
|
82
Coinbase
COIN
$42.3B
| $847K | 0.13% |
4,849
-420
| -8% | -$82.7K |
|
83
Simon Property Group
SPG
$74.1B
| $757K | 0.11% |
4,060
-90
| -2% | -$17.2K |
|
84
Lam Research
LRCX
$401B
| $732K | 0.11% |
3,426
| – | – |
|
85
Amgen
AMGN
$201B
| $730K | 0.11% |
2,074
| – | – |
|
86
Cisco
CSCO
$432B
| $702K | 0.11% |
9,045
| – | – |
|
87
Verizon
VZ
$183B
| $673K | 0.1% |
13,412
-442
| -3% | -$20.5K |
|
|
BMNR
88
BitMine Immersion Technologies
BMNR
$9.31B
| $667K | 0.1% |
33,711
-4,064
| -11% | -$95.8K |
|
89
Nuveen Quality Municipal Income Fund
NAD
$2.78B
| $657K | 0.1% |
57,144
| – | – |
|
90
Crescent Energy
CRGY
$3.43B
| $652K | 0.1% |
48,298
| – | – |
|
91
Texas Pacific Land
TPL
$28.7B
| $644K | 0.1% |
+1,357
| New | +$583K |
|
|
HDV
92
iShares Core High Dividend ETF
HDV
$14.2B
| $639K | 0.1% |
23,545
+8,810
| +60% | +$235K |
|
93
iShares US Healthcare ETF
IYH
$3.22B
| $620K | 0.09% |
10,060
| – | – |
|
94
Johnson & Johnson
JNJ
$602B
| $600K | 0.09% |
2,453
| – | – |
|
95
Vicor
VICR
$10.5B
| $588K | 0.09% |
+3,655
| New | +$604K |
|
96
Kinder Morgan
KMI
$72.4B
| $575K | 0.09% |
17,159
-733
| -4% | -$22.9K |
|
97
Lowe's Companies
LOW
$121B
| $528K | 0.08% |
2,233
| – | – |
|
98
Citigroup
C
$221B
| $523K | 0.08% |
4,613
+750
| +19% | +$85.4K |
|
99
Qualcomm
QCOM
$180B
| $518K | 0.08% |
4,022
| – | – |
|
100
iShares Select Dividend ETF
DVY
$23.9B
| $512K | 0.08% |
3,382
+689
| +26% | +$104K |
|
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