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
$215M
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.42M
3
+$1.32M
4
MSFT icon
Microsoft
MSFT
+$815K
5
PM icon
Philip Morris
PM
+$647K

Top Sells

1
+$667K
2
+$235K
3
+$232K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K
5
CVGW icon
Calavo Growers
CVGW
+$165K

Sector Composition

1 Technology 25.02%
2 Consumer Discretionary 12.65%
3 Communication Services 11.21%
4 Financials 8.93%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$120K 0.06%
2,021
177
$117K 0.05%
2,457
-13
178
$116K 0.05%
368
179
$116K 0.05%
1,246
180
$112K 0.05%
5,050
-865
181
$112K 0.05%
+2,733
182
$112K 0.05%
1,517
183
$112K 0.05%
1,039
184
$111K 0.05%
3,349
-375
185
$111K 0.05%
3,876
-400
186
$110K 0.05%
2,268
-335
187
$106K 0.05%
7,573
-597
188
$106K 0.05%
1,305
189
$105K 0.05%
2,657
+231
190
$105K 0.05%
2,184
191
$103K 0.05%
+924
192
$103K 0.05%
+814
193
$102K 0.05%
+1,234
194
$100K 0.05%
4,187
195
$99K 0.05%
1,248
196
$97K 0.05%
+550
197
$97K 0.05%
5,100
198
$96K 0.04%
6,655
199
$95K 0.04%
+1,951
200
$95K 0.04%
+400
6 7
8
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