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
$274M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$747K
3
+$674K
4
CRM icon
Salesforce
CRM
+$534K
5
HD icon
Home Depot
HD
+$528K

Top Sells

1
+$2.34M
2
+$814K
3
+$654K
4
NKE icon
Nike
NKE
+$407K
5
MRK icon
Merck
MRK
+$300K

Sector Composition

1 Technology 31.2%
2 Consumer Discretionary 14.56%
3 Communication Services 11.17%
4 Financials 9.06%
5 Energy 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,375
177
– –
-1,209
178
– –
-250
179
– –
-1,112
180
– –
-400
181
– –
-405
182
– –
-1,295
183
– –
-78
184
– –
-28
185
– –
-210
186
– –
-528
187
– –
-220
188
– –
-55
189
– –
-2,700
190
– –
-60
191
– –
-569
192
– –
-1,325
193
– –
-200
194
– –
-2,929
195
– –
-1,400
196
– –
-268
197
– –
-470
198
– –
-12
199
– –
-21
200
– –
-767
6 7
8
9 10