CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.16M
3
+$1.46M
4
CRCL
Circle Internet Group
CRCL
+$1.17M
5
COIN icon
Coinbase
COIN
+$1.12M

Top Sells

1
+$5.18M
2
+$3.51M
3
+$2.04M
4
TSLA icon
Tesla
TSLA
+$806K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K

Sector Composition

1 Technology 38.87%
2 Communication Services 10.94%
3 Financials 9.35%
4 Consumer Discretionary 9.32%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$502K 0.07%
5,170
102
$469K 0.07%
52,614
103
$459K 0.07%
3,426
104
$455K 0.07%
2,453
-83
105
$439K 0.06%
8,285
+1,243
106
$437K 0.06%
3,080
107
$430K 0.06%
1,465
108
$428K 0.06%
264,039
109
$425K 0.06%
3,577
110
$412K 0.06%
543
111
$394K 0.06%
7,628
112
$392K 0.06%
3,863
113
$391K 0.06%
1,391
+322
114
$389K 0.06%
11,589
115
$385K 0.06%
771
-210
116
$383K 0.06%
2,693
117
$380K 0.06%
13,442
118
$372K 0.05%
319
-32
119
$369K 0.05%
3,014
120
$365K 0.05%
1,307
121
$345K 0.05%
13,547
-372
122
$325K 0.05%
19,051
123
$313K 0.05%
2,732
+1
124
$305K 0.04%
+4,103
125
$295K 0.04%
+3,500
3 4
5
6 7