FPW

Flagship Private Wealth Portfolio holdings

AUM $235M
1-Year Est. Return 12.06%
This Quarter Est. Return
1 Year Est. Return
+12.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$2.06M
2 +$946K
3 +$402K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$251K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$240K

Sector Composition

1 Technology 1.49%
2 Financials 1.43%
3 Real Estate 1.19%
4 Healthcare 0.07%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-168,060