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
$573M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.48M
2 +$1.24M
3 +$1.01M
4
EQT icon
EQT Corp
EQT
+$897K
5
COST icon
Costco
COST
+$684K

Top Sells

1 +$1.51M
2 +$1.42M
3 +$907K
4
SBUX icon
Starbucks
SBUX
+$845K
5
VCSH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,736