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
$593M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.07M
3
+$636K
4
JPM icon
JPMorgan Chase
JPM
+$426K
5
AMZN icon
Amazon
AMZN
+$377K

Top Sells

1
+$3.33M
2
+$2.73M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Sector Composition

1 Technology 37.12%
2 Consumer Discretionary 10.72%
3 Energy 9.26%
4 Communication Services 9.04%
5 Financials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.19%
12,080
-483
77
$1.03M 0.17%
5,474
-31
78
$1.02M 0.17%
6,648
+4
79
$1.02M 0.17%
22,134
-2,354
80
$987K 0.17%
6,026
+907
81
$972K 0.16%
9,802
-1,119
82
$823K 0.14%
3,158
-15
83
$813K 0.14%
10,746
+253
84
$769K 0.13%
52,614
85
$724K 0.12%
1,230
+97
86
$708K 0.12%
4,655
+240
87
$701K 0.12%
26,424
+2,238
88
$651K 0.11%
16,269
+539
89
$608K 0.1%
8,070
90
$594K 0.1%
50,961
91
$589K 0.1%
5,206
-907
92
$586K 0.1%
10,060
93
$580K 0.1%
1,931
-97
94
$526K 0.09%
2,133
95
$521K 0.09%
19,005
-3,389
96
$503K 0.08%
8,072
-1,858
97
$491K 0.08%
1,011
+30
98
$466K 0.08%
7,878
-82
99
$456K 0.08%
4,122
100
$438K 0.07%
1,495
-25
2 3
4
5 6