CWP
CFM Wealth Partners Portfolio holdings
AUM
$628M
This Quarter Return
+5.38%
1 Year Return
+21.82%
3 Year Return
+131.64%
5 Year Return
+220.3%
10 Year Return
–
AUM
$332M
AUM Growth
+$332M
(+5.8%)
Cap. Flow
+$6.45M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
40.8%
Holding
178
New
13
Increased
52
Reduced
58
Closed
10
Top Buys
| 1 |
Shopify
SHOP
|
$1.63M |
| 2 |
Academy Sports + Outdoors
ASO
|
$1.51M |
| 3 |
Chipotle Mexican Grill
CMG
|
$1.33M |
| 4 |
Chewy
CHWY
|
$1.31M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$1.15M |
Top Sells
| 1 |
Domino's
DPZ
|
$1.48M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.44M |
| 3 |
Targa Resources
TRGP
|
$1.16M |
| 4 |
Boeing
BA
|
$989K |
| 5 |
Medtronic
MDT
|
$710K |
Sector Composition
| 1 | Technology | 30.69% |
| 2 | Consumer Discretionary | 14.17% |
| 3 | Communication Services | 10.61% |
| 4 | Financials | 9.39% |
| 5 | Energy | 8.07% |