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
351
$2.83K 0.01%
+16
352
$2.77K 0.01%
+11
353
$2.73K 0.01%
+124
354
$2.72K 0.01%
+12
355
$2.6K 0.01%
+109
356
$2.59K 0.01%
+4
357
$2.59K 0.01%
+49
358
$2.53K 0.01%
+96
359
$2.52K 0.01%
+54
360
$2.5K 0.01%
+19
361
$2.49K 0.01%
+25
362
$2.41K 0.01%
+31
363
$2.39K 0.01%
+201
364
$2.37K 0.01%
+86
365
$2.36K 0.01%
+38
366
$2.32K 0.01%
+14
367
$2.31K 0.01%
+15
368
$2.3K 0.01%
+16
369
$2.29K 0.01%
+25
370
$2.26K 0.01%
+48
371
$2.24K 0.01%
+7
372
$2.23K 0.01%
+55
373
$2.21K 0.01%
+53
374
$2.18K 0.01%
+45
375
$2.15K 0.01%
+15
13 14
15
16 17