We are live on ! Find out more
CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
-1.39%
1 Year Est. Return
+27.85%
3 Year Est. Return
+116.49%
5 Year Est. Return
+166.86%
10 Year Est. Return
–
AUM
$667M
AUM Growth
-$25.6M
Cap. Flow
-$1.72M
Cap. Flow %
-0.26%
Top 10 Hldgs %
48.19%
Holding
147
New
3
Increased
31
Reduced
51
Closed
4

Top Buys

1
TSM icon
TSMC
TSM
+$4.91M
2
MRVL icon
Marvell Technology
MRVL
+$2.4M
3
AMD icon
Advanced Micro Devices
AMD
+$1.71M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.34M
5
AVGO icon
Broadcom
AVGO
+$1.28M

Top Sells

1
CRM icon
Salesforce
CRM
+$6.23M
2
NOW icon
ServiceNow
NOW
+$4.91M
3
NVDA icon
NVIDIA
NVDA
+$689K
4
PLTR icon
Palantir
PLTR
+$682K
5
AAPL icon
Apple
AAPL
+$630K

Sector Composition

1 Technology 35.85%
2 Communication Services 11.59%
3 Energy 9.74%
4 Consumer Discretionary 8.58%
5 Financials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYJ icon
126
iShares US Industrials ETF
IYJ
$1.97B
$290K 0.04%
1,963
– –
IWM icon
127
iShares Russell 2000 ETF
IWM
$82.6B
$286K 0.04%
1,153
-46
-4% -$11.9K
SHEL icon
128
Shell
SHEL
$236B
$281K 0.04%
3,020
– –
PFE icon
129
Pfizer
PFE
$143B
$277K 0.04%
9,862
– –
DIS icon
130
Walt Disney
DIS
$173B
$264K 0.04%
2,736
+4
+0.1% +$423
ALLY icon
131
Ally Financial
ALLY
$14.3B
$261K 0.04%
6,655
– –
GE icon
132
GE Aerospace
GE
$361B
$259K 0.04%
911
– –
WEC icon
133
WEC Energy
WEC
$37.3B
$254K 0.04%
2,197
– –
FLOT icon
134
iShares Floating Rate Bond ETF
FLOT
$10B
$247K 0.04%
4,850
– –
B
135
Barrick Mining
B
$58.4B
$245K 0.04%
6,000
-1,500
-20% -$69.3K
BMY icon
136
Bristol-Myers Squibb
BMY
$124B
$243K 0.04%
4,000
– –
HSY icon
137
Hershey
HSY
$35.4B
$239K 0.04%
1,148
– –
CSX icon
138
CSX Corp
CSX
$94.6B
$232K 0.03%
5,657
– –
NOBL icon
139
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$228K 0.03%
4,304
– –
VTI icon
140
Vanguard Total Stock Market ETF
VTI
$664B
$220K 0.03%
686
-19
-3% -$6.38K
ORCL icon
141
Oracle
ORCL
$358B
$205K 0.03%
1,394
+2
+0.1% +$325
ACWV icon
142
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.26B
$204K 0.03%
1,708
– –
FIP icon
143
FTAI Infrastructure
FIP
$499M
$60.5K 0.01%
12,241
– –
APO icon
144
Apollo Global Management
APO
$71.1B
– –
-2,215
Closed -$321K
BX icon
145
Blackstone
BX
$158B
– –
-1,302
Closed -$201K
FEZ icon
146
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.31B
– –
-3,112
Closed -$200K
NOW icon
147
ServiceNow
NOW
$107B
– –
-32,070
Closed -$4.91M
2 3 4 5
6

Similar funds

TAP
TSG Advice Partners Columbus, Ohio $667M AUM
IACCIA
IDG-Accel China Capital II Associates Palo Alto, California $667M AUM
PFA
Perryman Financial Advisory Dallas, Texas $667M AUM
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
CA
Crane Advisory Fullerton, California $668M AUM 9.66% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $668M AUM 22.34% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
BCP
Bain Capital Prairie Boston, Massachusetts $666M AUM