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
$263M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$646K
3
+$568K
4
SHW icon
Sherwin-Williams
SHW
+$435K
5
MRK icon
Merck
MRK
+$328K

Top Sells

1
+$2.27M
2
+$556K
3
+$434K
4
CERS icon
Cerus
CERS
+$410K
5
AMZN icon
Amazon
AMZN
+$337K

Sector Composition

1 Technology 27.29%
2 Consumer Discretionary 13.15%
3 Communication Services 10.85%
4 Financials 9.18%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.14%
2,905
102
$358K 0.14%
2,284
-84
103
$355K 0.13%
5,000
-340
104
$344K 0.13%
4,785
-645
105
$333K 0.13%
4,108
-490
106
$330K 0.13%
4,192
107
$308K 0.12%
890
-62
108
$303K 0.12%
7,582
-3,085
109
$300K 0.11%
830
110
$299K 0.11%
1,320
-89
111
$293K 0.11%
9,668
-252
112
$292K 0.11%
2,022
-34
113
$287K 0.11%
2,127
114
$284K 0.11%
1,212
-81
115
$281K 0.11%
4,617
116
$280K 0.11%
4,547
+1,808
117
$276K 0.1%
6,607
-6,627
118
$275K 0.1%
1,444
-96
119
$269K 0.1%
8,122
-8,142
120
$269K 0.1%
871
-59
121
$268K 0.1%
3,711
-670
122
$266K 0.1%
11,238
+95
123
$266K 0.1%
1,776
-120
124
$253K 0.1%
1,702
125
$250K 0.1%
1,257
-165
3 4
5
6 7