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
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$12.4M
3
+$9.93M
4
AMZN icon
Amazon
AMZN
+$8.95M
5
META icon
Meta Platforms (Facebook)
META
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.32%
2 Energy 13.04%
3 Consumer Discretionary 11.93%
4 Communication Services 10.99%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$189K 0.07%
+3,000
152
$187K 0.07%
+3,103
153
$185K 0.07%
+3,777
154
$180K 0.07%
+991
155
$179K 0.07%
+7,517
156
$175K 0.06%
+1,614
157
$174K 0.06%
+1,797
158
$172K 0.06%
+555
159
$172K 0.06%
+1,019
160
$171K 0.06%
+1,148
161
$170K 0.06%
+780
162
$169K 0.06%
+3,724
163
$166K 0.06%
+1,092
164
$162K 0.06%
+1,735
165
$162K 0.06%
+1,517
166
$154K 0.06%
+2,021
167
$153K 0.06%
+4,455
168
$153K 0.06%
+2,532
169
$148K 0.05%
+2,386
170
$148K 0.05%
+1,246
171
$144K 0.05%
+2,603
172
$143K 0.05%
+2,426
173
$142K 0.05%
+1,248
174
$141K 0.05%
+407
175
$136K 0.05%
+1,305
5 6
7
8 9