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
$593M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.07M
3
+$636K
4
JPM icon
JPMorgan Chase
JPM
+$426K
5
AMZN icon
Amazon
AMZN
+$377K

Top Sells

1
+$3.33M
2
+$2.73M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Sector Composition

1 Technology 37.12%
2 Consumer Discretionary 10.72%
3 Energy 9.26%
4 Communication Services 9.04%
5 Financials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$434K 0.07%
4,659
+38
102
$422K 0.07%
1,920
103
$409K 0.07%
3,552
104
$402K 0.07%
2,972
+147
105
$392K 0.07%
2,710
+361
106
$365K 0.06%
2,208
+1
107
$364K 0.06%
7,042
108
$355K 0.06%
8,083
109
$354K 0.06%
2,693
110
$345K 0.06%
543
111
$329K 0.06%
4,348
-2,884
112
$325K 0.05%
19,051
-4,765
113
$323K 0.05%
2,799
114
$318K 0.05%
2,836
115
$313K 0.05%
13,728
-140
116
$306K 0.05%
4,343
+300
117
$290K 0.05%
8,998
-11,665
118
$269K 0.05%
766
119
$268K 0.05%
5,556
+3
120
$265K 0.04%
1,199
121
$263K 0.04%
13,114
+500
122
$262K 0.04%
1,963
123
$250K 0.04%
2,246
-139
124
$247K 0.04%
4,850
125
$244K 0.04%
6,768
-15
2 3 4
5
6