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
$314M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.53M
3
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
XYZ
Block Inc
XYZ
+$915K

Top Sells

1
+$2.85M
2
+$2.25M
3
+$888K
4
BKNG icon
Booking.com
BKNG
+$545K
5
META icon
Meta Platforms (Facebook)
META
+$525K

Sector Composition

1 Technology 32.27%
2 Consumer Discretionary 13.83%
3 Communication Services 10.68%
4 Financials 9.36%
5 Consumer Staples 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$787K 0.25%
3,424
77
$766K 0.24%
10,634
78
$760K 0.24%
19,006
-386
79
$708K 0.23%
12,825
+945
80
$659K 0.21%
6,750
81
$610K 0.19%
8,796
82
$580K 0.19%
9,349
83
$572K 0.18%
2,469
84
$552K 0.18%
3,126
-228
85
$550K 0.18%
68,381
86
$535K 0.17%
1,527
-40
87
$520K 0.17%
9,117
88
$519K 0.17%
4,310
-366
89
$483K 0.15%
3,302
90
$453K 0.14%
4,900
-100
91
$452K 0.14%
2,815
+688
92
$451K 0.14%
2,121
+299
93
$450K 0.14%
7,727
-1,865
94
$446K 0.14%
1,256
95
$445K 0.14%
2,258
-26
96
$442K 0.14%
2,616
97
$436K 0.14%
31,886
-2,622
98
$420K 0.13%
6,300
99
$413K 0.13%
2,510
100
$395K 0.13%
2,839
+100
2 3
4
5 6