CWP

CFM Wealth Partners Portfolio holdings

AUM $628M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$12.4M
3
+$9.93M
4
AMZN icon
Amazon
AMZN
+$8.95M
5
META icon
Meta Platforms (Facebook)
META
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.32%
2 Energy 13.04%
3 Consumer Discretionary 11.93%
4 Communication Services 10.99%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$635K 0.23%
+10,053
77
$631K 0.23%
+8,903
78
$604K 0.22%
+4,085
79
$588K 0.22%
+6,600
80
$567K 0.21%
+2,469
81
$550K 0.2%
+1,291
82
$531K 0.2%
+6,353
83
$524K 0.19%
+6,474
84
$520K 0.19%
+11,322
85
$510K 0.19%
+3,370
86
$493K 0.18%
+4,125
87
$481K 0.18%
+45,781
88
$479K 0.18%
+3,800
89
$473K 0.17%
+7,955
90
$470K 0.17%
+6,750
91
$469K 0.17%
+10,049
92
$469K 0.17%
+10,300
93
$464K 0.17%
+5,138
94
$461K 0.17%
+1,532
95
$453K 0.17%
+3,206
96
$452K 0.17%
+9,117
97
$444K 0.16%
+3,820
98
$439K 0.16%
+4,617
99
$414K 0.15%
+7,700
100
$412K 0.15%
+11,872
2 3
4
5 6