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
326
$3.78K 0.01%
+23
327
$3.73K 0.01%
+32
328
$3.63K 0.01%
+58
329
$3.61K 0.01%
+38
330
$3.58K 0.01%
+42
331
$3.54K 0.01%
+126
332
$3.53K 0.01%
+96
333
$3.52K 0.01%
+70
334
$3.48K 0.01%
+117
335
$3.46K 0.01%
+119
336
$3.35K 0.01%
+23
337
$3.35K 0.01%
+145
338
$3.33K 0.01%
+48
339
$3.33K 0.01%
+39
340
$3.26K 0.01%
+95
341
$3.21K 0.01%
+19
342
$3.06K 0.01%
+120
343
$2.99K 0.01%
+52
344
$2.96K 0.01%
+29
345
$2.95K 0.01%
+52
346
$2.93K 0.01%
+77
347
$2.92K 0.01%
+19
348
$2.9K 0.01%
+274
349
$2.84K 0.01%
+17
350
$2.84K 0.01%
+46
12 13
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