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
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$12.4M
3
+$9.93M
4
AMZN icon
Amazon
AMZN
+$8.95M
5
META icon
Meta Platforms (Facebook)
META
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.32%
2 Energy 13.04%
3 Consumer Discretionary 11.93%
4 Communication Services 10.99%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$135K 0.05%
+2,046
177
$134K 0.05%
+1,150
178
$130K 0.05%
+5,100
179
$130K 0.05%
+4,170
180
$129K 0.05%
+875
181
$127K 0.05%
+1,039
182
$127K 0.05%
+2,495
183
$126K 0.05%
+2,684
184
$125K 0.05%
+952
185
$125K 0.05%
+1,297
186
$124K 0.05%
+2,184
187
$122K 0.05%
+2,218
188
$120K 0.04%
+1,340
189
$120K 0.04%
+1,262
190
$118K 0.04%
+1,315
191
$116K 0.04%
+730
192
$115K 0.04%
+494
193
$115K 0.04%
+1,156
194
$114K 0.04%
+4,187
195
$113K 0.04%
+955
196
$113K 0.04%
+2,974
197
$112K 0.04%
+417
198
$112K 0.04%
+3,875
199
$109K 0.04%
+4,276
200
$108K 0.04%
+994
6 7
8
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