CWP

CFM Wealth Partners Portfolio holdings

AUM $628M
1-Year Est. Return 21.82%
This Quarter Est. Return
1 Year Est. Return
+21.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$1.63M
2 +$1.51M
3 +$1.33M
4
CHWY icon
Chewy
CHWY
+$1.31M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.15M

Top Sells

1 +$1.48M
2 +$1.44M
3 +$1.16M
4
BA icon
Boeing
BA
+$989K
5
MDT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-44,322
177
-14,600