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
1
$40.8M 12.32%
334,356
-5,220
2
$15.4M 4.65%
99,620
+860
3
$11.5M 3.47%
485,186
+32,849
4
$11.2M 3.38%
108,620
+1,800
5
$11M 3.32%
46,726
+507
6
$10.9M 3.27%
44,719
+708
7
$9.37M 2.83%
167,860
-300
8
$8.84M 2.67%
41,722
+967
9
$8.54M 2.58%
29,007
-4,904
10
$7.72M 2.33%
87,052
+3,392
11
$7.2M 2.17%
539,560
+24,680
12
$6.53M 1.97%
30,827
+23
13
$5.46M 1.65%
52,740
+440
14
$5.06M 1.53%
46,334
+139
15
$4.95M 1.49%
16,226
+178
16
$4.94M 1.49%
66,788
+15,564
17
$4.19M 1.26%
81,950
+4,304
18
$4.05M 1.22%
51,659
19
$3.94M 1.19%
12,356
+1,088
20
$3.82M 1.15%
55,196
+441
21
$3.69M 1.11%
16,237
-114
22
$3.66M 1.1%
14,892
+390
23
$3.55M 1.07%
9,983
-457
24
$3.47M 1.05%
6,644
-444
25
$3.39M 1.02%
18,386
+20
1
2 3 4 5