CWP

CFM Wealth Partners Portfolio holdings

AUM $693M
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
-$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$600K
3
+$343K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$216K
5
JNJ icon
Johnson & Johnson
JNJ
+$186K

Top Sells

1
+$960K
2
+$889K
3
+$422K
4
WST icon
West Pharmaceutical
WST
+$391K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$369K

Sector Composition

1 Technology 29.01%
2 Energy 14.47%
3 Consumer Discretionary 12.01%
4 Financials 9.25%
5 Consumer Staples 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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