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
276
$6.82K 0.02%
+94
277
$6.78K 0.02%
+100
278
$6.75K 0.02%
+24
279
$6.71K 0.02%
+15
280
$6.55K 0.02%
+271
281
$6.48K 0.02%
+110
282
$6.25K 0.02%
+186
283
$6.08K 0.02%
+4,167
284
$5.8K 0.01%
+596
285
$5.65K 0.01%
+24
286
$5.59K 0.01%
+59
287
$5.35K 0.01%
+28
288
$5.28K 0.01%
+11
289
$5.27K 0.01%
+114
290
$5.26K 0.01%
+194
291
$5.25K 0.01%
+106
292
$5.23K 0.01%
+72
293
$5.17K 0.01%
+45
294
$5.17K 0.01%
+56
295
$5.16K 0.01%
+2,387
296
$5.15K 0.01%
+91
297
$5.14K 0.01%
+73
298
$5.12K 0.01%
+171
299
$5.08K 0.01%
+117
300
$5.01K 0.01%
+100
10 11
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