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
$667M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$2.4M
3
+$1.71M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
AVGO icon
Broadcom
AVGO
+$1.28M

Top Sells

1
+$6.23M
2
+$4.91M
3
+$689K
4
PLTR icon
Palantir
PLTR
+$682K
5
AAPL icon
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
COP icon
76
ConocoPhillips
COP
$142B
$1.15M 0.17%
8,718
-1,139
TXN icon
77
Texas Instruments
TXN
$267B
$1.06M 0.16%
5,474
MRK icon
78
Merck
MRK
$283B
$971K 0.15%
8,071
-100
IBIT icon
79
iShares Bitcoin Trust
IBIT
$56.6B
$952K 0.14%
24,779
-165
QXO
80
QXO Inc
QXO
$12.2B
$875K 0.13%
45,059
+7,519
HCA icon
81
HCA Healthcare
HCA
$82.7B
$870K 0.13%
1,839
-92
COIN icon
82
Coinbase
COIN
$47.7B
$847K 0.13%
4,849
-420
SPG icon
83
Simon Property Group
SPG
$65.8B
$757K 0.11%
4,060
-90
LRCX icon
84
Lam Research
LRCX
$398B
$732K 0.11%
3,426
AMGN icon
85
Amgen
AMGN
$177B
$730K 0.11%
2,074
CSCO icon
86
Cisco
CSCO
$473B
$702K 0.11%
9,045
VZ icon
87
Verizon
VZ
$199B
$673K 0.1%
13,412
-442
BMNR
88
BitMine Immersion Technologies
BMNR
$10.9B
$667K 0.1%
33,711
-4,064
NAD icon
89
Nuveen Quality Municipal Income Fund
NAD
$2.77B
$657K 0.1%
57,144
CRGY icon
90
Crescent Energy
CRGY
$4.05B
$652K 0.1%
48,298
TPL icon
91
Texas Pacific Land
TPL
$26B
$644K 0.1%
+1,357
HDV
92
iShares Core High Dividend ETF
HDV
$13.3B
$639K 0.1%
23,545
+8,810
IYH icon
93
iShares US Healthcare ETF
IYH
$3.03B
$620K 0.09%
10,060
JNJ icon
94
Johnson & Johnson
JNJ
$535B
$600K 0.09%
2,453
VICR icon
95
Vicor
VICR
$14.6B
$588K 0.09%
+3,655
KMI icon
96
Kinder Morgan
KMI
$68.9B
$575K 0.09%
17,159
-733
LOW icon
97
Lowe's Companies
LOW
$117B
$528K 0.08%
2,233
C icon
98
Citigroup
C
$218B
$523K 0.08%
4,613
+750
QCOM icon
99
Qualcomm
QCOM
$244B
$518K 0.08%
4,022
DVY icon
100
iShares Select Dividend ETF
DVY
$22.4B
$512K 0.08%
3,382
+689
2 3
4
5 6