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
376
$2.14K 0.01%
+75
377
$2.14K 0.01%
+4
378
$2.14K 0.01%
+33
379
$2.08K 0.01%
+9
380
$2.07K 0.01%
+43
381
$2.03K 0.01%
+50
382
$1.98K 0.01%
+44
383
$1.93K ﹤0.01%
+65
384
$1.91K ﹤0.01%
+24
385
$1.88K ﹤0.01%
+10
386
$1.86K ﹤0.01%
+38
387
$1.81K ﹤0.01%
+4
388
$1.79K ﹤0.01%
+102
389
$1.79K ﹤0.01%
+75
390
$1.75K ﹤0.01%
+5
391
$1.73K ﹤0.01%
+32
392
$1.64K ﹤0.01%
+22
393
$1.63K ﹤0.01%
+126
394
$1.58K ﹤0.01%
+3
395
$1.48K ﹤0.01%
+6
396
$1.36K ﹤0.01%
+44
397
$1.36K ﹤0.01%
+25
398
$1.35K ﹤0.01%
+24
399
$1.33K ﹤0.01%
+61
400
$1.33K ﹤0.01%
+6
14 15
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