CFM WEALTH PARTNERS LLC logo

CFM WEALTH PARTNERS LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for CFM WEALTH PARTNERS LLC, 39% allocated to Technology.

Top Sector
Technology (39%)
US Exposure
99%
Market Cap Focus
Mega Cap
Countries
4

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 39.10%TechnologyETF: 11.20%ETFCommunication Services: 10.90%Communication ServicesConsumer Cyclical: 9.30%Consumer CyclicalFinancial Services: 9.00%Financial ServicesEnergy: 7.80%Consumer Defensive: 6.80%Healthcare: 2.60%Industrials: 1.80%Basic Materials: 1.00%Real Estate: 0.10%
Technology
39.10%
ETF
11.20%
Communication Services
10.90%
Consumer Cyclical
9.30%
Financial Services
9.00%
Energy
7.80%
Consumer Defensive
6.80%
Healthcare
2.60%
Industrials
1.80%
Basic Materials
1.00%
Real Estate
0.10%

Industry Breakdown

52 industries across all sectors

Semiconductors: 18.47%SemiconductorsETF: 11.23%ETFConsumer Electronics: 10.68%Consumer ElectronicsInternet Content & Information: 9.52%Internet Content & InformationSoftware - Infrastructure: 7.33%Specialty Retail: 5.97%Oil & Gas Midstream: 4.89%Financial - Credit Services: 3.62%Tobacco: 2.90%Discount Stores: 2.53%Drug Manufacturers - General: 2.35%41 more: 20.23%41 more
Semiconductors
Technology
18.47%
ETF
ETF
11.23%
Consumer Electronics
Technology
10.68%
Internet Content & Information
Communication Services
9.52%
Software - Infrastructure
Technology
7.33%
Specialty Retail
Consumer Cyclical
5.97%
Oil & Gas Midstream
Energy
4.89%
Financial - Credit Services
Financial Services
3.62%
Tobacco
Consumer Defensive
2.90%
Discount Stores
Consumer Defensive
2.53%
Drug Manufacturers - General
Healthcare
2.35%
Software - Application
Technology
2.34%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 67.68%Mega Cap (> $200B)Large Cap ($10B - $200B): 18.65%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.03%Small Cap ($300M - $2B): 0.01%Micro Cap ($50M - $300M): 0.06%N/A (ETF or Unknown): 11.57%N/A (ETF or Unknown)
Mega Cap (> $200B)
67.68%
Large Cap ($10B - $200B)
18.65%
Mid Cap ($2B - $10B)
2.03%
Small Cap ($300M - $2B)
0.01%
Micro Cap ($50M - $300M)
0.06%
N/A (ETF or Unknown)
11.57%

Portfolio Concentration

No concentration data available

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
98.99%
International
1.01%
Countries
4
Largest Int'l Market
Canada - 0.65%
United States of America
98.99% ($681.9M)
143 holdings
Canada
0.65% ($4.5M)
2 holdings
Greece
0.30% ($2.1M)
1 holdings
Taiwan
0.05% ($365.0K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
23 quarters
Avg. Top 20
23 quarters
Avg. All Positions
16.8 quarters
Median Holding Period
23 quarters
Longest Held
iShares Russell 1000 ETF logo
iShares Russell 1000 ETFIWB - 23 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.10%
Avg. Position Weight
0.68%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 15.43%

Historical (Since Q4 2019)

Avg. New Position
0.26%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 15.43% (Q3 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.3%
Value Traded
$22.42M
Positions Added
8
Positions Exited
5

Historical (Since Q4 2019)

Avg. Turnover Ratio
8.1%
Avg. Positions Added
29
Avg. Positions Exited
29
Highest Turnover
50.0%
Q4 2019
Lowest Turnover
1.6%
Q1 2025

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