CWP

CFM Wealth Partners Portfolio holdings

AUM $628M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$646K
3
+$568K
4
SHW icon
Sherwin-Williams
SHW
+$435K
5
MRK icon
Merck
MRK
+$328K

Top Sells

1
+$2.27M
2
+$556K
3
+$434K
4
CERS icon
Cerus
CERS
+$410K
5
AMZN icon
Amazon
AMZN
+$337K

Sector Composition

1 Technology 27.29%
2 Consumer Discretionary 13.15%
3 Communication Services 10.85%
4 Financials 9.18%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.09%
5,336
+743
127
$245K 0.09%
4,850
128
$242K 0.09%
11,310
-762
129
$240K 0.09%
7,825
130
$237K 0.09%
9,452
-850
131
$237K 0.09%
1,393
-94
132
$234K 0.09%
7,706
-2,534
133
$231K 0.09%
3,838
134
$230K 0.09%
7,305
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135
$228K 0.09%
565
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136
$224K 0.09%
2,254
-152
137
$220K 0.08%
3,820
138
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1,006
139
$212K 0.08%
728
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140
$207K 0.08%
1,852
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141
$204K 0.08%
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142
$202K 0.08%
1,650
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144
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7,130
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145
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2,521
146
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2,067
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147
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7,041
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148
$198K 0.08%
2,262
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149
$193K 0.07%
2,559
-174
150
$192K 0.07%
4,726
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4 5
6
7 8