CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.16M
3
+$1.46M
4
CRCL
Circle Internet Group
CRCL
+$1.17M
5
COIN icon
Coinbase
COIN
+$1.12M

Top Sells

1
+$5.18M
2
+$3.51M
3
+$2.04M
4
TSLA icon
Tesla
TSLA
+$806K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K

Sector Composition

1 Technology 38.87%
2 Communication Services 10.94%
3 Financials 9.35%
4 Consumer Discretionary 9.32%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.15%
6,302
-407
77
$1.01M 0.15%
5,474
78
$983K 0.14%
+7,415
79
$963K 0.14%
+14,818
80
$950K 0.14%
6,750
81
$869K 0.13%
4,630
-4,084
82
$867K 0.13%
3,074
-12
83
$823K 0.12%
1,931
84
$789K 0.11%
9,330
-366
85
$736K 0.11%
8,771
-1,687
86
$692K 0.1%
15,737
87
$684K 0.1%
1,022
-139
88
$669K 0.1%
4,022
+3
89
$668K 0.1%
57,144
+6,183
90
$662K 0.1%
4,943
-204
91
$628K 0.09%
+32,961
92
$620K 0.09%
4,415
-215
93
$619K 0.09%
9,045
+1,167
94
$591K 0.09%
10,060
95
$576K 0.08%
2,041
+121
96
$561K 0.08%
2,233
97
$535K 0.08%
8,070
98
$531K 0.08%
8,139
+24
99
$522K 0.08%
4,122
100
$518K 0.08%
18,285
-717
2 3
4
5 6