CWP

CFM Wealth Partners Portfolio holdings

AUM $693M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.25M
3
+$838K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$699K
5
EPD icon
Enterprise Products Partners
EPD
+$595K

Top Sells

1
+$3.31M
2
+$1.72M
3
+$729K
4
FFIN icon
First Financial Bankshares
FFIN
+$485K
5
SBUX icon
Starbucks
SBUX
+$309K

Sector Composition

1 Technology 38.65%
2 Energy 10.57%
3 Consumer Discretionary 10.33%
4 Communication Services 8.38%
5 Financials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,049
152
– –
-3,475
153
– –
-1,462
154
– –
-34,211
155
– –
-12,203
3 4 5 6
7