CWP

CFM Wealth Partners Portfolio holdings

AUM $689M
1-Year Est. Return 27.63%
This Quarter Est. Return
1 Year Est. Return
+27.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.42M
3
+$1.32M
4
MSFT icon
Microsoft
MSFT
+$815K
5
PM icon
Philip Morris
PM
+$647K

Top Sells

1
+$667K
2
+$235K
3
+$232K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K
5
CVGW icon
Calavo Growers
CVGW
+$165K

Sector Composition

1 Technology 25.02%
2 Consumer Discretionary 12.65%
3 Communication Services 11.21%
4 Financials 8.93%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$496K 0.23%
71,821
-5,175
77
$465K 0.22%
16,287
-3,288
78
$451K 0.21%
2,469
79
$443K 0.21%
6,750
80
$442K 0.21%
3,184
-22
81
$430K 0.2%
8,903
82
$418K 0.19%
3,800
83
$403K 0.19%
7,700
84
$395K 0.18%
4,254
+434
85
$389K 0.18%
1,558
+26
86
$389K 0.18%
9,117
87
$380K 0.18%
3,328
-42
88
$380K 0.18%
6,300
89
$373K 0.17%
7,955
90
$367K 0.17%
4,085
91
$365K 0.17%
6,289
+4,949
92
$364K 0.17%
10,667
-655
93
$364K 0.17%
11,484
-4,550
94
$355K 0.16%
16,264
95
$353K 0.16%
3,943
-182
96
$347K 0.16%
13,234
-1,090
97
$339K 0.16%
6,342
-3,100
98
$329K 0.15%
4,598
+1,341
99
$315K 0.15%
7,467
+993
100
$314K 0.15%
5,340
2 3
4
5 6