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
$448M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.78M
3
+$1.7M
4
JAMF icon
Jamf
JAMF
+$1.57M
5
NVDA icon
NVIDIA
NVDA
+$886K

Top Sells

1
+$1.2M
2
+$1.18M
3
+$657K
4
AAPL icon
Apple
AAPL
+$416K
5
CSGP icon
CoStar Group
CSGP
+$390K

Sector Composition

1 Technology 34.33%
2 Consumer Discretionary 13.21%
3 Communication Services 9.6%
4 Financials 9.53%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$279K 0.06%
1,263
152
$278K 0.06%
442
153
$272K 0.06%
659
-61
154
$265K 0.06%
1,497
155
$258K 0.06%
1,000
156
$256K 0.06%
8,145
157
$254K 0.06%
803
158
$251K 0.06%
687
159
$246K 0.05%
4,850
160
$246K 0.05%
1,152
161
$240K 0.05%
2,082
162
$240K 0.05%
2,620
163
$237K 0.05%
2,288
164
$236K 0.05%
1,049
-133
165
$231K 0.05%
1,004
-99
166
$227K 0.05%
2,108
167
$226K 0.05%
3,838
168
$223K 0.05%
9,878
169
$222K 0.05%
+1,148
170
$221K 0.05%
1,963
171
$219K 0.05%
22,293
+34
172
$219K 0.05%
6,398
173
$216K 0.05%
2,481
174
$216K 0.05%
+2,245
175
$216K 0.05%
2,525
4 5 6
7
8