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
$263M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$646K
3
+$568K
4
SHW icon
Sherwin-Williams
SHW
+$435K
5
MRK icon
Merck
MRK
+$328K

Top Sells

1
+$2.27M
2
+$556K
3
+$434K
4
CERS icon
Cerus
CERS
+$410K
5
AMZN icon
Amazon
AMZN
+$337K

Sector Composition

1 Technology 27.29%
2 Consumer Discretionary 13.15%
3 Communication Services 10.85%
4 Financials 9.18%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$590K 0.22%
10,049
-1,577
77
$587K 0.22%
6,757
+468
78
$572K 0.22%
6,750
79
$568K 0.22%
+68,379
80
$536K 0.2%
337
-49
81
$523K 0.2%
34,508
-5,861
82
$522K 0.2%
8,796
-107
83
$522K 0.2%
3,184
84
$494K 0.19%
4,139
+339
85
$458K 0.17%
1,256
86
$440K 0.17%
2,469
87
$438K 0.17%
9,117
88
$430K 0.16%
3,302
-26
89
$430K 0.16%
1,461
-97
90
$421K 0.16%
7,700
91
$417K 0.16%
10,634
-850
92
$402K 0.15%
3,354
-900
93
$395K 0.15%
7,952
-3
94
$394K 0.15%
14,049
-2,238
95
$393K 0.15%
6,300
96
$386K 0.15%
6,342
97
$377K 0.14%
37,394
-4,797
98
$375K 0.14%
7,350
-117
99
$372K 0.14%
2,845
+605
100
$364K 0.14%
3,759
-326
2 3
4
5 6