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
$544M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.42M
3
+$802K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$697K
5
MSFT icon
Microsoft
MSFT
+$611K

Top Sells

1
+$3.31M
2
+$2.23M
3
+$729K
4
FFIN icon
First Financial Bankshares
FFIN
+$478K
5
AAPL icon
Apple
AAPL
+$320K

Sector Composition

1 Technology 38.65%
2 Energy 10.57%
3 Consumer Discretionary 10.33%
4 Communication Services 8.38%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.18%
3,216
77
$999K 0.18%
10,793
+312
78
$974K 0.18%
27,365
+10,831
79
$907K 0.17%
69,891
80
$890K 0.16%
6,913
-416
81
$836K 0.15%
4,177
82
$823K 0.15%
1,820
+10
83
$817K 0.15%
7,864
-134
84
$794K 0.15%
8,168
+748
85
$784K 0.14%
10,009
-166
86
$722K 0.13%
25,797
+61
87
$715K 0.13%
4,337
-272
88
$709K 0.13%
2,208
+97
89
$699K 0.13%
6,560
90
$684K 0.13%
4,503
+700
91
$670K 0.12%
16,241
+1,204
92
$641K 0.12%
19,148
+1,481
93
$623K 0.11%
52,614
+3,993
94
$619K 0.11%
1,132
95
$616K 0.11%
10,060
96
$614K 0.11%
8,141
-2,541
97
$579K 0.11%
9,895
98
$524K 0.1%
6,783
99
$520K 0.1%
8,060
-258
100
$493K 0.09%
8,070
-17
2 3
4
5 6