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
$377M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$1.45M
3
+$1.11M
4
TWLO icon
Twilio
TWLO
+$1.01M
5
CMG icon
Chipotle Mexican Grill
CMG
+$758K

Top Sells

1
+$4.19M
2
+$2.17M
3
+$1.61M
4
CHWY icon
Chewy
CHWY
+$816K
5
ULTA icon
Ulta Beauty
ULTA
+$805K

Sector Composition

1 Technology 31.01%
2 Consumer Discretionary 13.57%
3 Financials 11.5%
4 Communication Services 10.37%
5 Energy 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.07%
720
-2,328
152
$247K 0.07%
803
-160
153
$246K 0.07%
4,850
154
$244K 0.06%
+1,172
155
$237K 0.06%
687
156
$232K 0.06%
3,838
157
$229K 0.06%
661
158
$227K 0.06%
1,103
-17
159
$226K 0.06%
2,027
-2
160
$226K 0.06%
2,288
161
$223K 0.06%
2,334
162
$221K 0.06%
903
+61
163
$221K 0.06%
1,263
-3
164
$219K 0.06%
6,400
+5
165
$218K 0.06%
1,963
166
$217K 0.06%
2,108
167
$212K 0.06%
+2,082
168
$203K 0.05%
+2,481
169
$201K 0.05%
2,253
+2
170
$200K 0.05%
8,152
171
$200K 0.05%
+1,148
172
$200K 0.05%
+1,000
173
$200K 0.05%
2,245
-17
174
$183K 0.05%
2,726
175
$149K 0.04%
+12,197
4 5 6
7
8