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
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$12.4M
3
+$9.93M
4
AMZN icon
Amazon
AMZN
+$8.95M
5
META icon
Meta Platforms (Facebook)
META
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.32%
2 Energy 13.04%
3 Consumer Discretionary 11.93%
4 Communication Services 10.99%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$410K 0.15%
+6,300
102
$396K 0.15%
+4,192
103
$380K 0.14%
+10,931
104
$375K 0.14%
+2,056
105
$349K 0.13%
+10,302
106
$348K 0.13%
+5,340
107
$348K 0.13%
+2,430
108
$327K 0.12%
+8,170
109
$319K 0.12%
+3,257
110
$315K 0.12%
+2,410
111
$313K 0.12%
+930
112
$301K 0.11%
+1,559
113
$298K 0.11%
+1,702
114
$297K 0.11%
+952
115
$294K 0.11%
+5,915
116
$294K 0.11%
+5,978
117
$291K 0.11%
+13,074
118
$290K 0.11%
+2,905
119
$288K 0.11%
+3,561
120
$288K 0.11%
+49,206
121
$287K 0.11%
+3,015
122
$284K 0.1%
+13,906
123
$282K 0.1%
+67,170
124
$274K 0.1%
+930
125
$270K 0.1%
+1,300
3 4
5
6 7