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
$498M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.53M
3
+$1.43M
4
COST icon
Costco
COST
+$1.13M
5
AMD icon
Advanced Micro Devices
AMD
+$1.06M

Top Sells

1
+$2.53M
2
+$2M
3
+$961K
4
SHOP icon
Shopify
SHOP
+$947K
5
AAPL icon
Apple
AAPL
+$879K

Sector Composition

1 Technology 36.16%
2 Consumer Discretionary 11.42%
3 Energy 10.95%
4 Financials 7.92%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$595K 0.12%
1,132
+158
102
$579K 0.12%
48,621
-3,973
103
$546K 0.11%
4,463
-4,183
104
$532K 0.11%
8,087
-558
105
$524K 0.11%
6,783
106
$514K 0.1%
2,016
107
$505K 0.1%
27,519
108
$504K 0.1%
4,184
-294
109
$495K 0.1%
2,792
-100
110
$494K 0.1%
1,086
-5
111
$460K 0.09%
2,407
-717
112
$431K 0.09%
8,641
-922
113
$418K 0.08%
23,816
114
$411K 0.08%
2,595
-5,433
115
$409K 0.08%
8,209
116
$394K 0.08%
4,122
117
$386K 0.08%
1,545
+50
118
$372K 0.07%
3,369
-1,055
119
$367K 0.07%
32,000
120
$365K 0.07%
20,737
+434
121
$361K 0.07%
7,042
-1,084
122
$354K 0.07%
3,146
123
$343K 0.07%
2,784
+534
124
$325K 0.07%
2,868
+140
125
$323K 0.06%
5,572
-1,845
3 4
5
6 7