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
$448M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.78M
3
+$1.7M
4
JAMF icon
Jamf
JAMF
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$886K

Top Sells

1
+$1.2M
2
+$1.18M
3
+$657K
4
AAPL icon
Apple
AAPL
+$416K
5
CSGP icon
CoStar Group
CSGP
+$390K

Sector Composition

1 Technology 34.33%
2 Consumer Discretionary 13.21%
3 Communication Services 9.6%
4 Financials 9.53%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$410K 0.09%
782
127
$396K 0.09%
6,956
128
$388K 0.09%
1,289
129
$385K 0.09%
1,086
-14
130
$371K 0.08%
1,520
131
$369K 0.08%
3,480
-460
132
$361K 0.08%
4,122
133
$353K 0.08%
1,260
134
$347K 0.08%
3,820
135
$345K 0.08%
535
136
$344K 0.08%
2,715
137
$344K 0.08%
2,896
138
$336K 0.08%
3,324
139
$334K 0.07%
2,075
140
$326K 0.07%
4,121
141
$323K 0.07%
6,655
142
$320K 0.07%
791
143
$318K 0.07%
10,266
144
$315K 0.07%
4,280
145
$310K 0.07%
6,294
146
$303K 0.07%
2,329
147
$299K 0.07%
4,738
-100
148
$299K 0.07%
7,706
149
$293K 0.07%
2,048
150
$293K 0.07%
4,313
4 5
6
7 8