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
$448M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.78M
3
+$1.7M
4
JAMF icon
Jamf
JAMF
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$886K

Top Sells

1
+$1.2M
2
+$1.18M
3
+$657K
4
AAPL icon
Apple
AAPL
+$416K
5
CSGP icon
CoStar Group
CSGP
+$390K

Sector Composition

1 Technology 34.33%
2 Consumer Discretionary 13.21%
3 Communication Services 9.6%
4 Financials 9.53%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.26%
2,455
-155
77
$1.17M 0.26%
6,750
78
$1.1M 0.25%
5,308
-223
79
$1.09M 0.24%
1,968
80
$1.08M 0.24%
56,192
-5,101
81
$1.07M 0.24%
7,664
82
$1.04M 0.23%
13,545
+1,597
83
$1.03M 0.23%
5,432
-36
84
$1.02M 0.23%
9,073
85
$1M 0.22%
4,814
-403
86
$933K 0.21%
17,800
-2,464
87
$929K 0.21%
17,458
+115
88
$910K 0.2%
11,157
+566
89
$827K 0.18%
21,770
90
$762K 0.17%
2,804
+211
91
$760K 0.17%
14,132
+1,307
92
$750K 0.17%
12,121
+1,604
93
$735K 0.16%
3,241
94
$718K 0.16%
5,477
-909
95
$718K 0.16%
2,812
96
$718K 0.16%
3,095
+37
97
$708K 0.16%
8,725
98
$707K 0.16%
25,299
99
$707K 0.16%
+52,594
100
$701K 0.16%
9,653
2 3
4
5 6