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
$314M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.53M
3
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
XYZ
Block Inc
XYZ
+$915K

Top Sells

1
+$2.85M
2
+$2.25M
3
+$888K
4
BKNG icon
Booking.com
BKNG
+$545K
5
META icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$267K 0.09%
909
-18
127
$263K 0.08%
1,006
128
$262K 0.08%
+2,896
129
$262K 0.08%
+963
130
$261K 0.08%
1,207
-23
131
$261K 0.08%
+1,493
132
$260K 0.08%
714
-14
133
$259K 0.08%
+1,319
134
$257K 0.08%
7,825
135
$255K 0.08%
6,862
136
$251K 0.08%
2,075
137
$246K 0.08%
7,706
138
$246K 0.08%
4,850
139
$246K 0.08%
8,332
-1,120
140
$243K 0.08%
4,313
141
$239K 0.08%
+1,618
142
$238K 0.08%
+477
143
$237K 0.08%
+6,655
144
$237K 0.08%
3,838
145
$227K 0.07%
+1,482
146
$225K 0.07%
2,508
-51
147
$224K 0.07%
+2,440
148
$218K 0.07%
+820
149
$217K 0.07%
2,374
-600
150
$217K 0.07%
2,334
-198
3 4 5
6
7