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
$271M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
491
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$12.4M
3
+$9.93M
4
AMZN icon
Amazon
AMZN
+$8.95M
5
META icon
Meta Platforms (Facebook)
META
+$8.19M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.32%
2 Energy 13.04%
3 Consumer Discretionary 11.93%
4 Communication Services 10.99%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$107K 0.04%
+772
202
$107K 0.04%
+820
203
$107K 0.04%
+1,350
204
$105K 0.04%
+368
205
$103K 0.04%
+2,832
206
$101K 0.04%
+1,325
207
$100K 0.04%
+674
208
$98K 0.04%
+1,168
209
$98K 0.04%
+354
210
$98K 0.04%
+2,074
211
$98K 0.04%
+1,151
212
$98K 0.04%
+1,746
213
$98K 0.04%
+7,200
214
$97K 0.04%
+1,682
215
$96K 0.04%
+1,900
216
$96K 0.04%
+525
217
$94K 0.03%
+3,707
218
$93K 0.03%
+3,900
219
$93K 0.03%
+2,093
220
$92K 0.03%
+1,748
221
$90K 0.03%
+1,732
222
$88K 0.03%
+1,388
223
$88K 0.03%
+916
224
$87K 0.03%
+1,323
225
$84K 0.03%
+2,274
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9
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