CWP

CFM Wealth Partners Portfolio holdings

AUM $693M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$848K
3
+$816K
4
AVGO icon
Broadcom
AVGO
+$779K
5
META icon
Meta Platforms (Facebook)
META
+$758K

Top Sells

1
+$2.1M
2
+$1.09M
3
+$903K
4
NVDA icon
NVIDIA
NVDA
+$652K
5
FANG icon
Diamondback Energy
FANG
+$633K

Sector Composition

1 Technology 36.42%
2 Consumer Discretionary 10.31%
3 Communication Services 9.82%
4 Financials 9.4%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$391K 0.06%
3,577
-124
102
$389K 0.06%
13,442
-286
103
$387K 0.06%
2,536
-59
104
$379K 0.06%
543
105
$378K 0.06%
3,080
-19
106
$372K 0.06%
7,042
107
$368K 0.06%
351
-8
108
$361K 0.06%
7,628
109
$358K 0.06%
2,693
110
$353K 0.06%
3,014
+61
111
$349K 0.06%
19,051
112
$339K 0.05%
2,731
+285
113
$337K 0.05%
13,919
-8,874
114
$333K 0.05%
3,426
-2,324
115
$329K 0.05%
3,863
116
$326K 0.05%
3,307
+200
117
$314K 0.05%
2,212
+2
118
$296K 0.05%
+1,307
119
$279K 0.04%
1,963
120
$264K 0.04%
6,770
+1
121
$261K 0.04%
6,668
-865
122
$260K 0.04%
11,589
-521
123
$259K 0.04%
1,199
124
$247K 0.04%
4,850
125
$246K 0.04%
3,469
-260
2 3 4
5
6