FWM
Fiat Wealth Management Portfolio holdings
AUM $7.9M
AUM
$7.9M
AUM Growth
–
Cap. Flow
+$7.9M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
94.01%
Holding
13
New
13
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $2.23M | |
| 2 | $982K | |
| 3 | $969K | |
| 4 | $762K | |
| 5 | $620K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 28.16% |
| 2 | Technology | 14.2% |
| 3 | Consumer Discretionary | 5.39% |
| 4 | Financials | 5.3% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.23M | 28.16% | 4,227 | New | +$2.23M | |||
| $982K | 12.42% | 5,763 | New | +$982K | |||
| $969K | 12.26% | 2,029 | New | +$969K | |||
| $762K | 9.64% | 32,728 | New | +$762K | |||
| $620K | 7.85% | 1,650 | New | +$620K | |||
| $502K | 6.35% | 2,605 | New | +$502K | |||
| $426K | 5.39% | 2,803 | New | +$426K | |||
| $419K | 5.3% | 1,608 | New | +$419K | |||
| $315K | 3.99% | 663 | New | +$315K | |||
| $210K | 2.66% | 5,681 | New | +$210K | |||
| $210K | 2.66% | 675 | New | +$210K | |||
| $153K | 1.93% | 11,065 | New | +$153K | |||
| $111K | 1.4% | 12,433 | New | +$111K |
