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
$274M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$747K
3
+$674K
4
CRM icon
Salesforce
CRM
+$534K
5
HD icon
Home Depot
HD
+$528K

Top Sells

1
+$2.34M
2
+$814K
3
+$654K
4
NKE icon
Nike
NKE
+$407K
5
MRK icon
Merck
MRK
+$300K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 14.56%
3 Communication Services 11.17%
4 Financials 9.06%
5 Energy 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$610K 0.22%
9,592
-295
77
$610K 0.22%
6,750
78
$578K 0.21%
68,381
+2
79
$563K 0.21%
9,349
-700
80
$562K 0.21%
10,634
81
$545K 0.2%
319
-18
82
$543K 0.2%
4,676
-1,031
83
$527K 0.19%
3,354
84
$525K 0.19%
2,469
85
$495K 0.18%
42,009
+2,154
86
$488K 0.18%
1,567
+106
87
$482K 0.18%
9,117
88
$481K 0.18%
1,256
89
$455K 0.17%
8,796
90
$442K 0.16%
3,302
91
$436K 0.16%
2,284
92
$434K 0.16%
6,300
93
$428K 0.16%
2,905
94
$425K 0.16%
34,508
95
$424K 0.15%
5,000
96
$387K 0.14%
2,616
-568
97
$380K 0.14%
2,739
-1,400
98
$379K 0.14%
35,869
-1,525
99
$375K 0.14%
12,272
-1,777
100
$361K 0.13%
3,481
+1,414
2 3
4
5 6