CWP

CFM Wealth Partners Portfolio holdings

AUM $689M
1-Year Est. Return 27.63%
This Quarter Est. Return
1 Year Est. Return
+27.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$1.45M
3
+$1.11M
4
TWLO icon
Twilio
TWLO
+$1.01M
5
CMG icon
Chipotle Mexican Grill
CMG
+$758K

Top Sells

1
+$4.19M
2
+$2.17M
3
+$1.61M
4
CHWY icon
Chewy
CHWY
+$816K
5
ULTA icon
Ulta Beauty
ULTA
+$805K

Sector Composition

1 Technology 31.01%
2 Consumer Discretionary 13.57%
3 Financials 11.5%
4 Communication Services 10.37%
5 Energy 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$514K 0.14%
2,162
102
$512K 0.14%
+32,000
103
$485K 0.13%
10,921
-193
104
$481K 0.13%
3,874
-160
105
$476K 0.13%
2,172
106
$475K 0.13%
1,256
107
$448K 0.12%
18,205
108
$440K 0.12%
6,956
-110
109
$427K 0.11%
3,778
+135
110
$424K 0.11%
3,139
111
$423K 0.11%
2,437
-24,154
112
$416K 0.11%
5,217
-10,237
113
$415K 0.11%
6,300
114
$405K 0.11%
9,830
115
$389K 0.1%
708
+87
116
$384K 0.1%
5,900
+150
117
$376K 0.1%
4,540
118
$358K 0.1%
1,289
119
$355K 0.09%
4,495
120
$354K 0.09%
782
-26
121
$354K 0.09%
3,820
122
$353K 0.09%
1,612
-1
123
$351K 0.09%
4,280
-224
124
$343K 0.09%
2,896
125
$343K 0.09%
1,102
+1
3 4
5
6 7