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
$314M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.53M
3
+$1.45M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
XYZ
Block Inc
XYZ
+$915K

Top Sells

1
+$2.85M
2
+$2.25M
3
+$888K
4
BKNG icon
Booking.com
BKNG
+$545K
5
META icon
Meta Platforms (Facebook)
META
+$525K

Sector Composition

1 Technology 32.27%
2 Consumer Discretionary 13.83%
3 Communication Services 10.68%
4 Financials 9.36%
5 Consumer Staples 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.07%
+399
152
$210K 0.07%
+687
153
$208K 0.07%
2,262
154
$207K 0.07%
+2,264
155
$207K 0.07%
+4,267
156
$204K 0.07%
+2,108
157
$204K 0.07%
+1,979
158
$202K 0.06%
+2,620
159
$201K 0.06%
+2,155
160
$200K 0.06%
998
-20
161
$164K 0.05%
44,322
162
$152K 0.05%
2,826
+169
163
$111K 0.04%
18,205
164
– –
-319
165
– –
-12,272
166
– –
-11,214
167
– –
-2,905
168
– –
-3,745
169
– –
-35,869
170
– –
-32,855
171
$0 ﹤0.01%
+14,600
3 4 5 6
7