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
$498M
AUM Growth
+$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.53M
3
+$1.43M
4
COST icon
Costco
COST
+$1.13M
5
AMD icon
Advanced Micro Devices
AMD
+$1.06M

Top Sells

1
+$2.53M
2
+$2M
3
+$961K
4
SHOP icon
Shopify
SHOP
+$947K
5
AAPL icon
Apple
AAPL
+$879K

Sector Composition

1 Technology 36.16%
2 Consumer Discretionary 11.42%
3 Energy 10.95%
4 Financials 7.92%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$322K 0.06%
1,671
-524
127
$321K 0.06%
2,811
128
$320K 0.06%
2,434
+3
129
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2,836
-1,345
130
$310K 0.06%
4,899
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131
$302K 0.06%
543
132
$299K 0.06%
7,883
133
$280K 0.06%
4,049
-7,218
134
$279K 0.06%
533
135
$276K 0.06%
797
136
$275K 0.06%
6,781
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137
$273K 0.05%
687
138
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139
$248K 0.05%
4,850
140
$247K 0.05%
296
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141
$247K 0.05%
1,963
142
$239K 0.05%
4,401
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143
$237K 0.05%
3,475
144
$228K 0.05%
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145
$226K 0.05%
3,367
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146
$223K 0.04%
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147
$218K 0.04%
2,152
148
$216K 0.04%
+372
149
$216K 0.04%
434
-276
150
$206K 0.04%
6,072
+803
3 4 5
6
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