FWP
Family Wealth Partners Portfolio holdings
AUM $219M
AUM
$219M
AUM Growth
+$8.71M (+4%)
Cap. Flow
+$10M
Cap. Flow % of AUM
4.59%
Top 10 Holdings %Top 10 Hldgs %
64.91%
Holding
51
New
8
Increased
25
Reduced
18
Closed
–
Top Buys
| 1 | $1.72M | |
| 2 | $1.34M | |
| 3 | $1.16M | |
| 4 | $614K | |
| 5 | $605K |
Top Sells
| 1 | $241K | |
| 2 | $177K | |
| 3 | $164K | |
| 4 | $151K | |
| 5 | $118K |
Sector Composition
| 1 | Financials | 17.46% |
| 2 | Technology | 0.36% |
| 3 | Real Estate | 0.2% |
| 4 | Consumer Discretionary | 0.19% |