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
$544M
AUM Growth
+$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.42M
3
+$802K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$697K
5
MSFT icon
Microsoft
MSFT
+$611K

Top Sells

1
+$3.31M
2
+$2.23M
3
+$729K
4
FFIN icon
First Financial Bankshares
FFIN
+$478K
5
AAPL icon
Apple
AAPL
+$320K

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
– –
-3,475
152
– –
-1,462
153
– –
-34,211
154
– –
-12,203
155
– –
-372
3 4 5 6
7