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
251
$8.79K 0.02%
+148
252
$8.56K 0.02%
+157
253
$8.52K 0.02%
+17
254
$8.43K 0.02%
+158
255
$8.35K 0.02%
+190
256
$8.14K 0.02%
+73
257
$7.96K 0.02%
+52
258
$7.93K 0.02%
+55
259
$7.89K 0.02%
+72
260
$7.86K 0.02%
+67
261
$7.84K 0.02%
+190
262
$7.78K 0.02%
+248
263
$7.76K 0.02%
+89
264
$7.76K 0.02%
+105
265
$7.72K 0.02%
+300
266
$7.63K 0.02%
+117
267
$7.56K 0.02%
+289
268
$7.55K 0.02%
+97
269
$7.48K 0.02%
+12
270
$7.44K 0.02%
+67
271
$7.38K 0.02%
+335
272
$7.28K 0.02%
+41
273
$7.16K 0.02%
+367
274
$6.86K 0.02%
+270
275
$6.84K 0.02%
+58
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