CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
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
+$1.78M
2
+$1.5M
3
+$1.36M
4
ASO icon
Academy Sports + Outdoors
ASO
+$1.34M
5
CRWD icon
CrowdStrike
CRWD
+$1.26M

Top Sells

1
+$1.49M
2
+$1.32M
3
+$1.13M
4
BA icon
Boeing
BA
+$863K
5
MDT icon
Medtronic
MDT
+$704K

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%
1,266
-100
153
$224K 0.07%
661
-53
154
$223K 0.07%
3,450
-4,277
155
$223K 0.07%
842
-67
156
$221K 0.07%
+8,152
157
$221K 0.07%
2,288
+24
158
$220K 0.07%
6,395
-506
159
$220K 0.07%
2,029
-159
160
$217K 0.07%
2,334
161
$216K 0.07%
442
-35
162
$216K 0.07%
1,830
-149
163
$212K 0.06%
2,262
164
$208K 0.06%
2,108
165
$207K 0.06%
+1,963
166
$207K 0.06%
+2,225
167
$202K 0.06%
+2,715
168
$178K 0.05%
2,726
-100
169
– –
-14,600
170
– –
-44,322
171
– –
-2,374
172
– –
-998
173
– –
-1,482
174
– –
-2,620
175
– –
-4,267
4 5 6
7
8