CWP
CFM Wealth Partners Portfolio holdings
AUM
$693M
1-Year Est. Return
25.16%
This Fund
S&P 500
1 Year Est. Return
+25.16%
AUM
$689M
AUM Growth
+$60.5M
(+9.6%)
Holding
152
Top Buys
| 1 | +$4.98M | |
| 2 | +$2.16M | |
| 3 | +$1.46M | |
| 4 |
CRCL
Circle Internet Group
CRCL
|
+$1.17M |
| 5 |
Coinbase
COIN
|
+$1.12M |
Top Sells
| 1 | +$5.18M | |
| 2 | +$3.51M | |
| 3 | +$2.04M | |
| 4 |
Tesla
TSLA
|
+$806K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$795K |
Sector Composition
| 1 | Technology | 38.87% |
| 2 | Communication Services | 10.94% |
| 3 | Financials | 9.35% |
| 4 | Consumer Discretionary | 9.32% |
| 5 | Energy | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Diamondback Energy
FANG
$54.4B
| – | – |
-1,456
|
|
||
152
Fortinet
FTNT
$60.2B
| – | – |
-2,100
|
|