CWP
CFM Wealth Partners Portfolio holdings
AUM
$628M
This Quarter Return
+13.11%
1 Year Return
+21.82%
3 Year Return
+131.64%
5 Year Return
+220.3%
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(+4.2%)
Cap. Flow
+$17M
Cap. Flow
% of AUM
6.21%
Top 10 Holdings %
Top 10 Hldgs %
43.95%
Holding
530
New
1
Increased
47
Reduced
52
Closed
381
Top Buys
| 1 |
Apple
AAPL
|
$29.1M |
| 2 |
NVIDIA
NVDA
|
$1.09M |
| 3 |
Sherwin-Williams
SHW
|
$747K |
| 4 |
O'Reilly Automotive
ORLY
|
$674K |
| 5 |
Tesla
TSLA
|
$575K |
Top Sells
| 1 |
BioMarin Pharmaceuticals
BMRN
|
$814K |
| 2 |
Ulta Beauty
ULTA
|
$654K |
| 3 |
Nike
NKE
|
$407K |
| 4 |
Merck
MRK
|
$300K |
| 5 |
OGE Energy
OGE
|
$293K |
Sector Composition
| 1 | Technology | 31.2% |
| 2 | Consumer Discretionary | 14.56% |
| 3 | Communication Services | 11.17% |
| 4 | Financials | 9.06% |
| 5 | Energy | 7.2% |
