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
301
$4.99K 0.01%
+106
302
$4.93K 0.01%
+47
303
$4.82K 0.01%
+40
304
$4.76K 0.01%
+35
305
$4.75K 0.01%
+223
306
$4.69K 0.01%
+44
307
$4.68K 0.01%
+55
308
$4.65K 0.01%
+57
309
$4.5K 0.01%
+9
310
$4.5K 0.01%
+47
311
$4.48K 0.01%
+83
312
$4.45K 0.01%
+12
313
$4.4K 0.01%
+19
314
$4.32K 0.01%
+251
315
$4.29K 0.01%
+39
316
$4.29K 0.01%
+300
317
$4.23K 0.01%
+20
318
$4.22K 0.01%
+11
319
$4.15K 0.01%
+86
320
$4.11K 0.01%
+141
321
$3.89K 0.01%
+220
322
$3.87K 0.01%
+21
323
$3.83K 0.01%
+9
324
$3.82K 0.01%
+17
325
$3.78K 0.01%
+35
11 12
13
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