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
$377M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$1.45M
3
+$1.11M
4
TWLO icon
Twilio
TWLO
+$1.01M
5
CMG icon
Chipotle Mexican Grill
CMG
+$758K

Top Sells

1
+$4.19M
2
+$2.17M
3
+$1.61M
4
CHWY icon
Chewy
CHWY
+$816K
5
ULTA icon
Ulta Beauty
ULTA
+$805K

Sector Composition

1 Technology 31.01%
2 Consumer Discretionary 13.57%
3 Financials 11.5%
4 Communication Services 10.37%
5 Energy 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$76K 0.02%
+10,063
177
– –
-89
178
– –
-3,450
179
– –
-1,830
4 5 6 7
8