CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.16M
3
+$1.46M
4
CRCL
Circle Internet Group
CRCL
+$1.17M
5
COIN icon
Coinbase
COIN
+$1.12M

Top Sells

1
+$5.18M
2
+$3.51M
3
+$2.04M
4
TSLA icon
Tesla
TSLA
+$806K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K

Sector Composition

1 Technology 38.87%
2 Communication Services 10.94%
3 Financials 9.35%
4 Consumer Discretionary 9.32%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$295K 0.04%
2,213
+1
127
$290K 0.04%
1,199
128
$289K 0.04%
6,653
-15
129
$286K 0.04%
1,963
130
$274K 0.04%
911
131
$265K 0.04%
6,771
+1
132
$252K 0.04%
2,197
133
$248K 0.04%
4,850
134
$246K 0.04%
+7,500
135
$238K 0.03%
726
+2
136
$222K 0.03%
+1,302
137
$222K 0.03%
2,152
138
$218K 0.03%
3,127
-342
139
$217K 0.03%
3,497
-490
140
$216K 0.03%
3,020
141
$215K 0.03%
+1,148
142
$208K 0.03%
+2,123
143
$207K 0.03%
937
144
$207K 0.03%
1,575
145
$205K 0.03%
1,708
146
$201K 0.03%
5,657
-965
147
$53.4K 0.01%
12,241
148
– –
-745
149
– –
-3,307
150
– –
-2,100
3 4 5
6
7