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
$332M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.51M
3
+$1.33M
4
CHWY icon
Chewy
CHWY
+$1.31M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.15M

Top Sells

1
+$1.48M
2
+$1.44M
3
+$1.16M
4
BA icon
Boeing
BA
+$989K
5
MDT icon
Medtronic
MDT
+$710K

Sector Composition

1 Technology 30.69%
2 Consumer Discretionary 14.17%
3 Communication Services 10.61%
4 Financials 9.39%
5 Energy 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$225K 0.07%
2,325
-183
152
$224K 0.07%
661
-53
153
$224K 0.07%
1,266
-100
154
$223K 0.07%
842
-67
155
$223K 0.07%
3,450
-4,277
156
$221K 0.07%
2,288
+24
157
$221K 0.07%
+8,152
158
$220K 0.07%
2,029
-159
159
$220K 0.07%
6,395
-506
160
$217K 0.07%
2,334
161
$216K 0.07%
1,830
-149
162
$216K 0.07%
442
-35
163
$212K 0.06%
2,262
164
$208K 0.06%
2,108
165
$207K 0.06%
+89
166
$207K 0.06%
+1,963
167
$202K 0.06%
+2,715
168
$178K 0.05%
2,726
-100
169
– –
-399
170
– –
-30,866
171
– –
-4,267
172
– –
-2,620
173
– –
-1,482
174
– –
-998
175
– –
-2,374
4 5 6
7
8