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
$377M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$1.45M
3
+$1.11M
4
TWLO icon
Twilio
TWLO
+$1.01M
5
CMG icon
Chipotle Mexican Grill
CMG
+$758K

Top Sells

1
+$4.19M
2
+$2.17M
3
+$1.61M
4
CHWY icon
Chewy
CHWY
+$816K
5
ULTA icon
Ulta Beauty
ULTA
+$805K

Sector Composition

1 Technology 31.01%
2 Consumer Discretionary 13.57%
3 Financials 11.5%
4 Communication Services 10.37%
5 Energy 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.27%
7,189
77
$1.02M 0.27%
4,521
-72
78
$918K 0.24%
1,968
-662
79
$913K 0.24%
11,744
-477
80
$888K 0.24%
7,664
+35
81
$857K 0.23%
6,750
82
$822K 0.22%
9,073
83
$790K 0.21%
3,241
-183
84
$728K 0.19%
3,013
-113
85
$709K 0.19%
13,596
+890
86
$703K 0.19%
12,825
87
$693K 0.18%
9,653
+857
88
$687K 0.18%
+11,601
89
$680K 0.18%
10,182
-231
90
$631K 0.17%
9,517
91
$600K 0.16%
2,616
92
$586K 0.16%
32,142
-1,450
93
$582K 0.15%
68,381
94
$574K 0.15%
4,099
95
$558K 0.15%
2,700
+190
96
$549K 0.15%
10,060
97
$548K 0.15%
3,301
-13
98
$545K 0.14%
2,812
99
$533K 0.14%
1,332
100
$526K 0.14%
9,916
+96
2 3
4
5 6