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
$498M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.53M
3
+$1.43M
4
COST icon
Costco
COST
+$1.13M
5
AMD icon
Advanced Micro Devices
AMD
+$1.06M

Top Sells

1
+$2.53M
2
+$2M
3
+$961K
4
SHOP icon
Shopify
SHOP
+$947K
5
AAPL icon
Apple
AAPL
+$879K

Sector Composition

1 Technology 36.16%
2 Consumer Discretionary 11.42%
3 Energy 10.95%
4 Financials 7.92%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$936K 0.19%
5,370
77
$914K 0.18%
3,216
-161
78
$909K 0.18%
7,998
-65
79
$885K 0.18%
10,481
-296
80
$873K 0.18%
69,891
-464
81
$828K 0.17%
4,177
-24
82
$821K 0.16%
7,329
-226
83
$813K 0.16%
10,175
-1,158
84
$807K 0.16%
4,609
-11,407
85
$756K 0.15%
1,810
+78
86
$729K 0.15%
12,203
-9,550
87
$724K 0.15%
20,360
+10,482
88
$714K 0.14%
25,736
-8,109
89
$704K 0.14%
2,111
90
$704K 0.14%
8,318
-456
91
$699K 0.14%
7,420
+644
92
$684K 0.14%
7,608
-1,725
93
$660K 0.13%
14,934
+110
94
$655K 0.13%
17,667
+865
95
$637K 0.13%
6,560
96
$631K 0.13%
15,037
+1,041
97
$623K 0.13%
10,060
98
$601K 0.12%
9,895
-125
99
$598K 0.12%
16,534
+8,828
100
$595K 0.12%
+3,803
2 3
4
5 6