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
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$12.4M
3
+$9.93M
4
AMZN icon
Amazon
AMZN
+$8.95M
5
META icon
Meta Platforms (Facebook)
META
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.32%
2 Energy 13.04%
3 Consumer Discretionary 11.93%
4 Communication Services 10.99%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$268K 0.1%
+2,232
127
$265K 0.1%
+4,615
128
$264K 0.1%
+2,177
129
$263K 0.1%
+2,725
130
$260K 0.1%
+3,820
131
$247K 0.09%
+4,850
132
$239K 0.09%
+1,487
133
$231K 0.09%
+1,933
134
$230K 0.08%
+7,825
135
$226K 0.08%
+2,349
136
$225K 0.08%
+12,072
137
$224K 0.08%
+3,838
138
$224K 0.08%
+1,319
139
$223K 0.08%
+1,409
140
$219K 0.08%
+822
141
$217K 0.08%
+7,100
142
$210K 0.08%
+1,762
143
$207K 0.08%
+18,205
144
$206K 0.08%
+2,108
145
$205K 0.08%
+6,655
146
$205K 0.08%
+434
147
$194K 0.07%
+7,446
148
$192K 0.07%
+2,470
149
$190K 0.07%
+1,952
150
$190K 0.07%
+1,293
4 5
6
7 8