FWM

FLP Wealth Management Portfolio holdings

AUM $35.5M
1-Year Est. Return 16.36%
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.5M
3
+$1.34M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.3M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$1.21M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 6.82%
2 Consumer Discretionary 3.61%
3 Industrials 3.05%
4 Technology 3.01%
5 Financials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.4K 0.03%
+16
227
$11.1K 0.03%
+665
228
$10.9K 0.03%
+313
229
$10.9K 0.03%
+48
230
$10.9K 0.03%
+304
231
$10.8K 0.03%
+64
232
$10.7K 0.03%
+30
233
$10.7K 0.03%
+152
234
$10.7K 0.03%
+57
235
$10.7K 0.03%
+209
236
$10.7K 0.03%
+32
237
$10.6K 0.03%
+348
238
$10.3K 0.03%
+127
239
$10.2K 0.03%
+145
240
$10.1K 0.03%
+130
241
$10K 0.03%
+51
242
$9.94K 0.03%
+36
243
$9.86K 0.03%
+183
244
$9.62K 0.02%
+186
245
$9.55K 0.02%
+126
246
$9.54K 0.02%
+57
247
$9.5K 0.02%
+68
248
$9.29K 0.02%
+84
249
$9.28K 0.02%
+229
250
$9.09K 0.02%
+96
8 9
10
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