FWM

Filbrandt Wealth Management Portfolio holdings

AUM $174M
1-Year Est. Return 35.59%
This Quarter Est. Return
1 Year Est. Return
+35.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1 +$664K
2 +$145K
3 +$137K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$114K
5
GAB icon
Gabelli Equity Trust
GAB
+$70K

Top Sells

1 +$159K
2 +$123K
3 +$106K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$88.6K
5
USB icon
US Bancorp
USB
+$86.7K

Sector Composition

1 Consumer Discretionary 1.38%
2 Technology 1.14%
3 Financials 0.95%
4 Healthcare 0.81%
5 Industrials 0.78%