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
$314M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.53M
3
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
XYZ
Block Inc
XYZ
+$915K

Top Sells

1
+$2.85M
2
+$2.25M
3
+$888K
4
BKNG icon
Booking.com
BKNG
+$545K
5
META icon
Meta Platforms (Facebook)
META
+$525K

Sector Composition

1 Technology 32.27%
2 Consumer Discretionary 13.83%
3 Communication Services 10.68%
4 Financials 9.36%
5 Consumer Staples 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$386K 0.12%
854
-17
102
$385K 0.12%
4,504
-113
103
$383K 0.12%
6,894
-75
104
$381K 0.12%
872
-18
105
$379K 0.12%
8,474
+21
106
$379K 0.12%
1,740
-36
107
$340K 0.11%
5,510
-2,035
108
$333K 0.11%
30,866
109
$330K 0.11%
6,538
-360
110
$329K 0.1%
10,860
111
$328K 0.1%
4,495
-72
112
$323K 0.1%
1,188
-24
113
$322K 0.1%
4,632
-94
114
$302K 0.1%
548
-8
115
$302K 0.1%
3,820
116
$295K 0.09%
633
-47
117
$292K 0.09%
2,188
-46
118
$292K 0.09%
2,209
-45
119
$290K 0.09%
1,025
-19
120
$289K 0.09%
3,301
-270
121
$284K 0.09%
1,366
-27
122
$272K 0.09%
+5,750
123
$271K 0.09%
11,084
-226
124
$270K 0.09%
6,901
-140
125
$268K 0.09%
1,520
3 4
5
6 7