FWWM

Fiscal Wisdom Wealth Management Portfolio holdings

AUM $104M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$5M
3
+$3.68M
4
DC icon
Dakota Gold
DC
+$3.59M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.43M

Top Sells

No sells this quarter

Sector Composition

1 Materials 58.63%
2 Technology 6.16%
3 Industrials 3.81%
4 Consumer Discretionary 1.98%
5 Consumer Staples 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.19%
+411
77
$158K 0.15%
+10,090
78
$140K 0.13%
+11,901
79
$84.5K 0.08%
+40,280
80
$44.3K 0.04%
+37,500
81
$30.7K 0.03%
+10,500
82
$7.7K 0.01%
+20,000
1 2 3
4