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
$382M
AUM Growth
-$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$1.36M
3
+$1.01M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$958K
5
KVUE icon
Kenvue
KVUE
+$913K

Top Sells

1
+$3.71M
2
+$3.04M
3
+$2.28M
4
RY icon
Royal Bank of Canada
RY
+$2.08M
5
ET icon
Energy Transfer Partners
ET
+$2.05M

Sector Composition

1 Technology 34.42%
2 Consumer Discretionary 12.11%
3 Energy 11.05%
4 Consumer Staples 8.05%
5 Communication Services 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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