FPW
Flagship Private Wealth Portfolio holdings
AUM
$235M
1-Year Return
12.06%
This Quarter Return
-2.62%
1 Year Return
+12.06%
3 Year Return
+51.28%
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
+$2.36M
(+1.1%)
Cap. Flow
+$9.46M
Cap. Flow
% of AUM
4.51%
Top 10 Holdings %
Top 10 Hldgs %
53.86%
Holding
110
New
10
Increased
39
Reduced
41
Closed
10
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.34M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$2.3M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$1.7M |
| 4 |
Home Depot
HD
|
$946K |
| 5 |
VanEck Gold Miners ETF
GDX
|
$569K |
Sector Composition
| 1 | Technology | 1.33% |
| 2 | Financials | 0.93% |
| 3 | Communication Services | 0.58% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Industrials | 0.3% |
