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
$215M
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.42M
3
+$1.32M
4
MSFT icon
Microsoft
MSFT
+$815K
5
PM icon
Philip Morris
PM
+$647K

Top Sells

1
+$667K
2
+$235K
3
+$232K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K
5
CVGW icon
Calavo Growers
CVGW
+$165K

Sector Composition

1 Technology 25.02%
2 Consumer Discretionary 12.65%
3 Communication Services 11.21%
4 Financials 8.93%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$164K 0.08%
2,028
+293
152
$164K 0.08%
+2,733
153
$163K 0.08%
2,739
+14
154
$158K 0.07%
1,762
155
$153K 0.07%
+3,465
156
$152K 0.07%
1,148
157
$151K 0.07%
+687
158
$151K 0.07%
1,319
159
$151K 0.07%
1,952
160
$151K 0.07%
2,532
161
$150K 0.07%
4,615
162
$149K 0.07%
7,446
163
$141K 0.07%
3,103
164
$139K 0.06%
+3,729
165
$134K 0.06%
11,214
-2,692
166
$133K 0.06%
+2,117
167
$132K 0.06%
+743
168
$127K 0.06%
2,346
+300
169
$126K 0.06%
2,386
170
$126K 0.06%
+519
171
$125K 0.06%
963
-337
172
$124K 0.06%
780
173
$123K 0.06%
+3,752
174
$123K 0.06%
1,614
175
$122K 0.06%
2,175
+1,024
5 6
7
8 9