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
$332M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.51M
3
+$1.33M
4
CHWY icon
Chewy
CHWY
+$1.31M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.15M

Top Sells

1
+$1.48M
2
+$1.44M
3
+$1.16M
4
BA icon
Boeing
BA
+$989K
5
MDT icon
Medtronic
MDT
+$710K

Sector Composition

1 Technology 30.69%
2 Consumer Discretionary 14.17%
3 Communication Services 10.61%
4 Financials 9.39%
5 Energy 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$967K 0.29%
2,630
-4,037
77
$953K 0.29%
7,189
78
$942K 0.28%
3,048
-250
79
$914K 0.28%
7,629
80
$899K 0.27%
12,221
-167
81
$852K 0.26%
3,424
82
$811K 0.24%
6,750
83
$798K 0.24%
9,073
-1,561
84
$779K 0.23%
+12,706
85
$701K 0.21%
12,825
86
$688K 0.21%
2,365
+1,545
87
$659K 0.2%
8,796
88
$657K 0.2%
10,413
+1,064
89
$619K 0.19%
3,126
90
$564K 0.17%
9,517
+400
91
$559K 0.17%
33,592
+1,706
92
$558K 0.17%
68,381
93
$535K 0.16%
2,812
-3
94
$534K 0.16%
3,314
+12
95
$522K 0.16%
4,099
-211
96
$508K 0.15%
9,820
+1,346
97
$508K 0.15%
+10,060
98
$496K 0.15%
1,332
-195
99
$489K 0.15%
2,616
100
$477K 0.14%
4,034
-6,008
2 3
4
5 6