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
$263M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$646K
3
+$568K
4
SHW icon
Sherwin-Williams
SHW
+$435K
5
MRK icon
Merck
MRK
+$328K

Top Sells

1
+$2.27M
2
+$556K
3
+$434K
4
CERS icon
Cerus
CERS
+$410K
5
AMZN icon
Amazon
AMZN
+$337K

Sector Composition

1 Technology 27.29%
2 Consumer Discretionary 13.15%
3 Communication Services 10.85%
4 Financials 9.18%
5 Energy 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$130K 0.05%
1,176
-72
177
$127K 0.05%
2,057
-400
178
$125K 0.05%
2,268
179
$123K 0.05%
550
+200
180
$122K 0.05%
1,517
181
$121K 0.05%
2,346
182
$121K 0.05%
3,138
-211
183
$118K 0.04%
272
184
$118K 0.04%
5,100
185
$117K 0.04%
3,053
-676
186
$116K 0.04%
924
187
$115K 0.04%
1,077
-73
188
$114K 0.04%
47,071
189
$111K 0.04%
814
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190
$110K 0.04%
2,650
-83
191
$104K 0.04%
2,000
192
$103K 0.04%
4,054
-1,924
193
$103K 0.04%
550
194
$100K 0.04%
3,907
-263
195
$99K 0.04%
1,226
196
$99K 0.04%
2,604
-2,011
197
$98K 0.04%
368
198
$98K 0.04%
1,156
199
$97K 0.04%
955
200
$96K 0.04%
3,876
6 7
8
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