CWP

CFM Wealth Partners Portfolio holdings

AUM $667M
1-Year Est. Return 27.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689M
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.16M
3
+$1.46M
4
CRCL
Circle Internet Group
CRCL
+$1.17M
5
COIN icon
Coinbase
COIN
+$1.12M

Top Sells

1
+$5.18M
2
+$3.51M
3
+$2.04M
4
TSLA icon
Tesla
TSLA
+$806K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$795K

Sector Composition

1 Technology 38.87%
2 Communication Services 10.94%
3 Financials 9.35%
4 Consumer Discretionary 9.32%
5 Energy 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 15.43%
569,522
+65
2
$73.6M 10.68%
289,019
-1,052
3
$33M 4.79%
135,607
+1,198
4
$26.6M 3.87%
51,423
+981
5
$24.2M 3.52%
110,289
+2,084
6
$21.7M 3.15%
29,582
+2,908
7
$15.7M 2.28%
46,097
+657
8
$15.7M 2.28%
77,045
+7,631
9
$15.1M 2.19%
140,015
+2,454
10
$14.5M 2.11%
89,631
11
$14.3M 2.07%
225,072
+3,059
12
$11.5M 1.67%
12,436
+285
13
$11.3M 1.64%
17,001
+52
14
$11.1M 1.61%
18,419
+441
15
$10.9M 1.58%
44,649
-1,098
16
$10.8M 1.57%
34,299
+1,261
17
$10.6M 1.53%
93,672
-31,601
18
$8.92M 1.3%
15,687
+152
19
$8.91M 1.29%
19,015
-993
20
$8.44M 1.22%
70,370
+4,680
21
$8.31M 1.21%
35,078
-8,103
22
$8.19M 1.19%
20,225
+550
23
$8.11M 1.18%
10,623
-687
24
$7.75M 1.13%
23,506
+16,249
25
$7.52M 1.09%
36,916
+156
1
2 3 4 5