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
$332M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.51M
3
+$1.33M
4
CHWY icon
Chewy
CHWY
+$1.31M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.15M

Top Sells

1
+$1.48M
2
+$1.44M
3
+$1.16M
4
BA icon
Boeing
BA
+$989K
5
MDT icon
Medtronic
MDT
+$710K

Sector Composition

1 Technology 30.69%
2 Consumer Discretionary 14.17%
3 Communication Services 10.61%
4 Financials 9.39%
5 Energy 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$473K 0.14%
2,510
102
$471K 0.14%
2,172
+51
103
$464K 0.14%
1,256
104
$452K 0.14%
7,066
+172
105
$431K 0.13%
2,162
-96
106
$425K 0.13%
3,139
+300
107
$419K 0.13%
6,300
108
$395K 0.12%
3,643
+1,203
109
$380K 0.11%
9,830
-1,030
110
$373K 0.11%
4,540
-360
111
$360K 0.11%
4,504
112
$353K 0.11%
11,114
-36,662
113
$349K 0.11%
6,538
114
$343K 0.1%
808
-64
115
$342K 0.1%
5,750
116
$341K 0.1%
4,495
117
$340K 0.1%
3,820
118
$335K 0.1%
1,613
-127
119
$329K 0.1%
1,289
-1,180
120
$326K 0.1%
4,485
-1,025
121
$318K 0.1%
3,351
+50
122
$311K 0.09%
621
+73
123
$309K 0.09%
+4,122
124
$304K 0.09%
963
125
$301K 0.09%
6,655
3 4
5
6 7