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
$215M
AUM Growth
-$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.42M
3
+$1.32M
4
MSFT icon
Microsoft
MSFT
+$815K
5
PM icon
Philip Morris
PM
+$647K

Top Sells

1
+$667K
2
+$235K
3
+$232K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$166K
5
CVGW icon
Calavo Growers
CVGW
+$165K

Sector Composition

1 Technology 25.02%
2 Consumer Discretionary 12.65%
3 Communication Services 11.21%
4 Financials 8.93%
5 Consumer Staples 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$93K 0.04%
4,538
-6,393
202
$92K 0.04%
4,170
203
$91K 0.04%
879
-73
204
$91K 0.04%
2,633
-51
205
$91K 0.04%
2,131
+1,187
206
$90K 0.04%
1,732
207
$89K 0.04%
1,226
+58
208
$88K 0.04%
417
209
$87K 0.04%
272
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210
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994
211
$87K 0.04%
+490
212
$85K 0.04%
1,350
213
$83K 0.04%
701
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214
$81K 0.04%
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215
$80K 0.04%
1,156
216
$80K 0.04%
955
217
$79K 0.04%
2,235
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218
$78K 0.04%
591
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219
$78K 0.04%
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220
$77K 0.04%
674
221
$76K 0.04%
629
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222
$76K 0.04%
1,325
223
$76K 0.04%
2,218
224
$74K 0.03%
45
225
$74K 0.03%
+946
7 8
9
10 11