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
$274M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$747K
3
+$674K
4
CRM icon
Salesforce
CRM
+$534K
5
HD icon
Home Depot
HD
+$528K

Top Sells

1
+$2.34M
2
+$814K
3
+$654K
4
NKE icon
Nike
NKE
+$407K
5
MRK icon
Merck
MRK
+$300K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 14.56%
3 Communication Services 11.17%
4 Financials 9.06%
5 Energy 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$352K 0.13%
2,127
102
$340K 0.12%
1,212
103
$332K 0.12%
8,453
+3,117
104
$327K 0.12%
6,969
+3,610
105
$325K 0.12%
7,545
+195
106
$324K 0.12%
4,617
107
$318K 0.12%
1,776
108
$312K 0.11%
2,510
-1,249
109
$310K 0.11%
890
110
$304K 0.11%
6,898
-684
111
$300K 0.11%
680
-150
112
$299K 0.11%
1,822
-200
113
$291K 0.11%
+30,866
114
$290K 0.11%
4,567
-1,775
115
$287K 0.1%
3,571
-537
116
$286K 0.1%
1,044
-276
117
$280K 0.1%
4,726
118
$271K 0.1%
871
119
$269K 0.1%
556
-9
120
$261K 0.1%
10,860
-378
121
$258K 0.09%
1,393
122
$254K 0.09%
11,310
123
$254K 0.09%
7,041
124
$247K 0.09%
7,825
125
$245K 0.09%
1,230
-27
3 4
5
6 7