CWP
CFM Wealth Partners Portfolio holdings
AUM
$628M
This Quarter Return
+13.57%
1 Year Return
+21.82%
3 Year Return
+131.64%
5 Year Return
+220.3%
10 Year Return
–
AUM
$314M
AUM Growth
+$314M
(+14%)
Cap. Flow
+$6.12M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
42.21%
Holding
172
New
23
Increased
35
Reduced
67
Closed
7
Top Buys
| 1 |
Cloudflare
NET
|
$2.2M |
| 2 |
Netflix
NFLX
|
$1.53M |
| 3 |
Sprout Social
SPT
|
$1.45M |
| 4 |
NVIDIA
NVDA
|
$1.12M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$915K |
Top Sells
| 1 |
Walt Disney
DIS
|
$2.85M |
| 2 |
Boeing
BA
|
$2.25M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$888K |
| 4 |
Booking.com
BKNG
|
$545K |
| 5 |
Meta Platforms (Facebook)
META
|
$525K |
Sector Composition
| 1 | Technology | 32.27% |
| 2 | Consumer Discretionary | 13.83% |
| 3 | Communication Services | 10.68% |
| 4 | Financials | 9.36% |
| 5 | Consumer Staples | 7.19% |
