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
$332M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.51M
3
+$1.33M
4
CHWY icon
Chewy
CHWY
+$1.31M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.15M

Top Sells

1
+$1.48M
2
+$1.44M
3
+$1.16M
4
BA icon
Boeing
BA
+$989K
5
MDT icon
Medtronic
MDT
+$710K

Sector Composition

1 Technology 30.69%
2 Consumer Discretionary 14.17%
3 Communication Services 10.61%
4 Financials 9.39%
5 Energy 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$301K 0.09%
6,730
-132
127
$298K 0.09%
18,205
128
$293K 0.09%
791
-63
129
$291K 0.09%
1,319
130
$289K 0.09%
633
131
$288K 0.09%
1,101
-87
132
$286K 0.09%
1,520
133
$281K 0.08%
7,706
134
$278K 0.08%
1,006
135
$275K 0.08%
2,896
136
$268K 0.08%
2,075
137
$267K 0.08%
949
-76
138
$264K 0.08%
1,384
-109
139
$258K 0.08%
10,270
-814
140
$258K 0.08%
2,048
-161
141
$256K 0.08%
8,145
-187
142
$251K 0.08%
4,292
-340
143
$251K 0.08%
4,313
144
$250K 0.08%
7,825
145
$246K 0.07%
4,850
146
$241K 0.07%
2,251
+96
147
$240K 0.07%
1,120
-87
148
$232K 0.07%
1,499
-119
149
$227K 0.07%
687
150
$227K 0.07%
3,838
4 5
6
7 8