CFM WEALTH PARTNERS LLC
CFM WEALTH PARTNERS LLC runs CFM WEALTH PARTNERS LLC and currently holds 143 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $667.24M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CFM WEALTH PARTNERS LLC ranks #599 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CFM WEALTH PARTNERS LLC's portfolio at CFM WEALTH PARTNERS LLC has delivered returns of +14.44%. Their 3-year annualized return is +68.02%. Looking at the 5-year horizon, CFM WEALTH PARTNERS LLC has achieved +69.17% annualized returns at CFM WEALTH PARTNERS LLC.
Portfolio Value
$667.24M
Alpha Score
50.6
#599 of 1000
Holdings
143
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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