CWP
CFM Wealth Partners Portfolio holdings
AUM
$689M
1-Year Est. Return
27.63%
1 Year Est. Return
+27.63%
AUM
$689M
AUM Growth
+$60.5M
(+9.6%)
Holding
152
Top Buys
| 1 | +$5.36M | |
| 2 | +$2.14M | |
| 3 | +$1.55M | |
| 4 |
Coinbase
COIN
|
+$1.11M |
| 5 |
BMNR
BitMine Immersion Technologies
BMNR
|
+$1.06M |
Top Sells
| 1 | +$5.18M | |
| 2 | +$3.56M | |
| 3 | +$1.92M | |
| 4 |
Tesla
TSLA
|
+$1.03M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$825K |
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 | |
|---|---|---|---|---|---|---|
151
Fortinet
FTNT
$60.8B
| – | – |
-2,100
|
|
||
152
Target
TGT
$41.4B
| – | – |
-3,307
|
|