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
401
$1.32K ﹤0.01%
+4
402
$1.31K ﹤0.01%
+5
403
$1.3K ﹤0.01%
+45
404
$1.26K ﹤0.01%
+11
405
$1.25K ﹤0.01%
+7
406
$1.22K ﹤0.01%
+11
407
$1.19K ﹤0.01%
+32
408
$1.19K ﹤0.01%
+125
409
$1.15K ﹤0.01%
+4
410
$1.15K ﹤0.01%
+5
411
$1.13K ﹤0.01%
+11
412
$1.09K ﹤0.01%
+18
413
$1.07K ﹤0.01%
+51
414
$1.05K ﹤0.01%
+6
415
$981 ﹤0.01%
+3
416
$905 ﹤0.01%
+4
417
$898 ﹤0.01%
+20
418
$778 ﹤0.01%
+29
419
$734 ﹤0.01%
+15
420
$723 ﹤0.01%
+28
421
$710 ﹤0.01%
+14
422
$675 ﹤0.01%
+18
423
$666 ﹤0.01%
+4
424
$660 ﹤0.01%
+9
425
$629 ﹤0.01%
+13
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