Portfolio (Quarterly)
Guide ↗
CFM WEALTH PARTNERS LLC
· CIK 0001801097| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 4,000.0 | $216K | 0.03% | NEW | — | $53.94 | +0.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
41.9%
Financial Services
13.7%
Communication Services
13.2%
Consumer Cyclical
9.5%
Energy
8.2%
Consumer Defensive
7.1%
Healthcare
3.4%
Industrials
1.8%
Basic Materials
1.1%
Real Estate
0.1%