CWP
CFM Wealth Partners Portfolio holdings
AUM
$628M
This Quarter Return
+5.22%
1 Year Return
+21.82%
3 Year Return
+131.64%
5 Year Return
+220.3%
10 Year Return
–
AUM
$573M
AUM Growth
+$573M
(+5.2%)
Cap. Flow
+$5.34M
Cap. Flow
% of AUM
0.93%
Top 10 Holdings %
Top 10 Hldgs %
46.79%
Holding
151
New
5
Increased
64
Reduced
49
Closed
8
Top Buys
| 1 |
Eli Lilly
LLY
|
$2.48M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$1.24M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.01M |
| 4 |
EQT Corp
EQT
|
$897K |
| 5 |
Costco
COST
|
$684K |
Top Sells
| 1 |
Phillips 66
PSX
|
$1.51M |
| 2 |
CrowdStrike
CRWD
|
$1.42M |
| 3 |
ETRN
Equitrans Midstream Corporation Common Stock
ETRN
|
$907K |
| 4 |
Starbucks
SBUX
|
$845K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$524K |
Sector Composition
| 1 | Technology | 37.08% |
| 2 | Consumer Discretionary | 10.22% |
| 3 | Energy | 9.88% |
| 4 | Financials | 8.14% |
| 5 | Communication Services | 7.95% |