CWP

CFM Wealth Partners Portfolio holdings

AUM $693M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$848K
3
+$816K
4
AVGO icon
Broadcom
AVGO
+$779K
5
META icon
Meta Platforms (Facebook)
META
+$758K

Top Sells

1
+$2.1M
2
+$1.09M
3
+$903K
4
NVDA icon
NVIDIA
NVDA
+$652K
5
FANG icon
Diamondback Energy
FANG
+$633K

Sector Composition

1 Technology 36.42%
2 Consumer Discretionary 10.31%
3 Communication Services 9.82%
4 Financials 9.4%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.17%
6,750
77
$937K 0.15%
10,443
-79
78
$888K 0.14%
9,696
-1,693
79
$862K 0.14%
3,086
-93
80
$828K 0.13%
10,458
-3,802
81
$740K 0.12%
1,931
82
$721K 0.11%
1,161
-34
83
$700K 0.11%
5,147
84
$684K 0.11%
264,039
85
$681K 0.11%
15,737
-1,119
86
$640K 0.1%
4,019
-2,632
87
$611K 0.1%
4,630
-65
88
$575K 0.09%
50,961
89
$568K 0.09%
10,060
90
$567K 0.09%
8,070
91
$566K 0.09%
1,920
92
$559K 0.09%
19,002
93
$547K 0.09%
7,878
94
$503K 0.08%
8,115
+23
95
$499K 0.08%
4,122
96
$495K 0.08%
2,233
97
$490K 0.08%
5,170
+159
98
$454K 0.07%
981
99
$452K 0.07%
52,614
100
$452K 0.07%
1,465
2 3
4
5 6