CWP

CFM Wealth Partners Portfolio holdings

AUM $628M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$646K
3
+$568K
4
SHW icon
Sherwin-Williams
SHW
+$435K
5
MRK icon
Merck
MRK
+$328K

Top Sells

1
+$2.27M
2
+$556K
3
+$434K
4
CERS icon
Cerus
CERS
+$410K
5
AMZN icon
Amazon
AMZN
+$337K

Sector Composition

1 Technology 27.29%
2 Consumer Discretionary 13.15%
3 Communication Services 10.85%
4 Financials 9.18%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$192K 0.07%
2,532
152
$190K 0.07%
3,796
-1,840
153
$188K 0.07%
1,319
154
$185K 0.07%
2,234
-152
155
$185K 0.07%
5,750
-1,350
156
$184K 0.07%
2,108
157
$184K 0.07%
927
-64
158
$183K 0.07%
406
-28
159
$177K 0.07%
687
160
$176K 0.07%
963
161
$172K 0.07%
11,214
162
$172K 0.07%
2,114
-3
163
$170K 0.06%
1,512
-102
164
$169K 0.06%
2,118
+90
165
$162K 0.06%
2,700
-240
166
$160K 0.06%
486
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167
$153K 0.06%
2,715
-388
168
$148K 0.06%
1,148
169
$148K 0.06%
2,175
170
$147K 0.06%
780
171
$137K 0.05%
5,916
-1,657
172
$136K 0.05%
3,359
+1,215
173
$134K 0.05%
637
-106
174
$132K 0.05%
4,336
+584
175
$131K 0.05%
6,655
5 6
7
8 9