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
$398M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.46M
3
+$1.52M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.48M
5
USAC icon
USA Compression Partners
USAC
+$1.48M

Top Sells

1
+$423K
2
+$243K
3
+$223K
4
AMED
Amedisys
AMED
+$221K
5
LOPE icon
Grand Canyon Education
LOPE
+$201K

Sector Composition

1 Technology 31.15%
2 Consumer Discretionary 13.17%
3 Financials 10.39%
4 Communication Services 10.31%
5 Energy 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$390K 0.1%
4,540
127
$379K 0.1%
1,100
-156
128
$358K 0.09%
782
129
$355K 0.09%
2,896
130
$351K 0.09%
1,289
131
$340K 0.09%
1,260
-902
132
$340K 0.09%
4,122
133
$339K 0.09%
6,655
134
$339K 0.09%
4,838
+353
135
$337K 0.08%
3,820
136
$335K 0.08%
5,900
137
$334K 0.08%
6,335
+789
138
$321K 0.08%
1,006
139
$321K 0.08%
4,121
-374
140
$317K 0.08%
6,294
+89
141
$317K 0.08%
1,102
142
$315K 0.08%
2,715
143
$313K 0.08%
3,324
144
$306K 0.08%
7,706
145
$305K 0.08%
535
-98
146
$303K 0.08%
1,520
147
$303K 0.08%
4,450
-767
148
$289K 0.07%
1,000
149
$286K 0.07%
4,280
150
$284K 0.07%
2,075
4 5
6
7 8