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
$274M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$747K
3
+$674K
4
CRM icon
Salesforce
CRM
+$534K
5
HD icon
Home Depot
HD
+$528K

Top Sells

1
+$2.34M
2
+$814K
3
+$654K
4
NKE icon
Nike
NKE
+$407K
5
MRK icon
Merck
MRK
+$300K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 14.56%
3 Communication Services 11.17%
4 Financials 9.06%
5 Energy 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$245K 0.09%
4,850
127
$240K 0.09%
2,974
-1,218
128
$238K 0.09%
728
129
$235K 0.09%
6,862
-268
130
$235K 0.09%
2,254
131
$235K 0.09%
9,452
132
$233K 0.09%
3,838
133
$231K 0.08%
4,313
-3,639
134
$230K 0.08%
3,820
135
$227K 0.08%
1,006
136
$225K 0.08%
7,706
137
$223K 0.08%
1,018
-426
138
$219K 0.08%
927
139
$219K 0.08%
2,262
140
$215K 0.08%
3,745
-802
141
$212K 0.08%
1,520
-182
142
$204K 0.07%
2,532
143
$202K 0.07%
2,075
-39
144
$200K 0.07%
2,234
145
$200K 0.07%
2,559
146
$170K 0.06%
11,214
147
$104K 0.04%
44,322
-2,749
148
$82K 0.03%
2,657
149
$29K 0.01%
18,205
150
– –
-1,355
4 5
6
7 8