CWP

CFM Wealth Partners Portfolio holdings

AUM $689M
1-Year Est. Return 27.63%
This Quarter Est. Return
1 Year Est. Return
+27.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$1.45M
3
+$1.11M
4
TWLO icon
Twilio
TWLO
+$1.01M
5
CMG icon
Chipotle Mexican Grill
CMG
+$758K

Top Sells

1
+$4.19M
2
+$2.17M
3
+$1.61M
4
CHWY icon
Chewy
CHWY
+$816K
5
ULTA icon
Ulta Beauty
ULTA
+$805K

Sector Composition

1 Technology 31.01%
2 Consumer Discretionary 13.57%
3 Financials 11.5%
4 Communication Services 10.37%
5 Energy 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$342K 0.09%
6,205
-333
127
$342K 0.09%
951
+2
128
$334K 0.09%
4,122
129
$332K 0.09%
6,655
130
$321K 0.09%
3,324
-27
131
$319K 0.08%
633
132
$317K 0.08%
4,485
133
$308K 0.08%
7,706
134
$302K 0.08%
1,520
135
$297K 0.08%
1,006
136
$288K 0.08%
791
137
$286K 0.08%
2,048
138
$281K 0.07%
2,075
139
$280K 0.07%
5,546
-1,184
140
$279K 0.07%
442
141
$271K 0.07%
1,182
-137
142
$268K 0.07%
7,825
143
$267K 0.07%
10,266
-4
144
$267K 0.07%
1,384
145
$264K 0.07%
2,715
146
$264K 0.07%
8,145
147
$263K 0.07%
4,313
148
$262K 0.07%
2,329
+4
149
$258K 0.07%
1,497
-2
150
$254K 0.07%
4,291
-1
4 5
6
7 8