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
$442M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.74M
3
+$2.23M
4
RY icon
Royal Bank of Canada
RY
+$2.2M
5
SBLK icon
Star Bulk Carriers
SBLK
+$1.77M

Top Sells

1
+$1.5M
2
+$843K
3
+$827K
4
AAPL icon
Apple
AAPL
+$807K
5
DVN icon
Devon Energy
DVN
+$593K

Sector Composition

1 Technology 34.78%
2 Consumer Discretionary 11.81%
3 Energy 10.87%
4 Financials 7.73%
5 Communication Services 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$361K 0.08%
+23,816
127
$352K 0.08%
4,122
128
$348K 0.08%
1,495
129
$341K 0.08%
20,303
-3,136
130
$332K 0.08%
4,377
-139
131
$319K 0.07%
629
132
$318K 0.07%
2,431
-14
133
$318K 0.07%
8,209
134
$293K 0.07%
3,146
135
$293K 0.07%
710
136
$292K 0.07%
+2,075
137
$289K 0.07%
+9,878
138
$280K 0.06%
+797
139
$278K 0.06%
+7,706
140
$266K 0.06%
2,728
141
$265K 0.06%
7,883
-700
142
$264K 0.06%
2,250
143
$262K 0.06%
5,099
-291
144
$261K 0.06%
533
-1
145
$260K 0.06%
1,238
-1,070
146
$259K 0.06%
687
147
$250K 0.06%
543
148
$249K 0.06%
307
-20
149
$246K 0.06%
4,850
150
$236K 0.05%
+6,752
3 4 5
6
7