CWP

CFM Wealth Partners Portfolio holdings

AUM $693M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$593M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.01M
3
+$587K
4
JPM icon
JPMorgan Chase
JPM
+$414K
5
COST icon
Costco
COST
+$381K

Top Sells

1
+$3.62M
2
+$2.73M
3
+$1.47M
4
AAPL icon
Apple
AAPL
+$1.27M
5
NVDA icon
NVIDIA
NVDA
+$1.11M

Sector Composition

1 Technology 37.12%
2 Consumer Discretionary 10.72%
3 Energy 9.26%
4 Communication Services 9.04%
5 Financials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.04%
6,277
127
$230K 0.04%
6,892
-119
128
$229K 0.04%
5,715
-275
129
$228K 0.04%
1,842
-68
130
$227K 0.04%
4,008
131
$225K 0.04%
1,307
132
$222K 0.04%
+1,123
133
$217K 0.04%
+2,297
134
$217K 0.04%
+960
135
$215K 0.04%
+1,387
136
$215K 0.04%
2,290
-36
137
$214K 0.04%
2,152
138
$211K 0.04%
3,367
-1,402
139
$113K 0.02%
15,545
+743
140
– –
-2,846
141
– –
-5,850
142
– –
-315
143
– –
-1,111
144
– –
-1,148
145
– –
-6,560
146
– –
-324
147
– –
-26,041
2 3 4 5
6