CWP
CFM Wealth Partners Portfolio holdings
AUM
$628M
1-Year Return
21.82%
This Quarter Return
+10.97%
1 Year Return
+21.82%
3 Year Return
+131.64%
5 Year Return
+220.3%
10 Year Return
–
AUM
$448M
AUM Growth
+$50.3M
(+13%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
2.65%
Top 10 Holdings %
Top 10 Hldgs %
40.4%
Holding
191
New
8
Increased
51
Reduced
42
Closed
12
Top Buys
| 1 |
Axcelis
ACLS
|
$2.16M |
| 2 |
Tenable Holdings
TENB
|
$1.78M |
| 3 |
KKR & Co
KKR
|
$1.7M |
| 4 |
Jamf
JAMF
|
$1.58M |
| 5 |
NVIDIA
NVDA
|
$886K |
Top Sells
| 1 |
MCF
Contango Oil & Gas Co.
MCF
|
$1.2M |
| 2 |
Teladoc Health
TDOC
|
$1.18M |
| 3 |
DraftKings
DKNG
|
$657K |
| 4 |
Apple
AAPL
|
$416K |
| 5 |
CoStar Group
CSGP
|
$390K |
Sector Composition
| 1 | Technology | 34.33% |
| 2 | Consumer Discretionary | 13.21% |
| 3 | Communication Services | 9.6% |
| 4 | Financials | 9.53% |
| 5 | Energy | 8.9% |
