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
$215M
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.42M
3
+$1.32M
4
MSFT icon
Microsoft
MSFT
+$815K
5
PM icon
Philip Morris
PM
+$647K

Top Sells

1
+$667K
2
+$235K
3
+$232K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K
5
CVGW icon
Calavo Growers
CVGW
+$165K

Sector Composition

1 Technology 25.02%
2 Consumer Discretionary 12.65%
3 Communication Services 11.21%
4 Financials 8.93%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.09%
1,293
127
$201K 0.09%
5,636
-717
128
$190K 0.09%
5,430
+975
129
$189K 0.09%
12,072
130
$188K 0.09%
434
131
$188K 0.09%
930
132
$183K 0.09%
2,127
+194
133
$182K 0.08%
991
134
$181K 0.08%
777
-45
135
$181K 0.08%
4,593
+816
136
$181K 0.08%
7,517
137
$180K 0.08%
2,406
+229
138
$179K 0.08%
2,349
139
$177K 0.08%
2,940
-60
140
$176K 0.08%
3,820
141
$176K 0.08%
42,191
-3,590
142
$175K 0.08%
2,521
-494
143
$173K 0.08%
+5,046
144
$172K 0.08%
5,978
145
$170K 0.08%
7,100
146
$170K 0.08%
594
+39
147
$169K 0.08%
2,108
148
$167K 0.08%
+1,896
149
$165K 0.08%
10,024
-3,050
150
$164K 0.08%
+1,006
4 5
6
7 8