FWM
FLP Wealth Management Portfolio holdings
AUM
$31.5M
This Quarter Return
-0.68%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$39.1M
AUM Growth
–
Cap. Flow
+$39.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.03%
Holding
471
New
470
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Walmart
WMT
|
$2.48M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.5M |
| 3 |
abrdn Physical Silver Shares ETF
SIVR
|
$1.34M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.3M |
| 5 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$1.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 6.83% |
| 2 | Consumer Discretionary | 3.61% |
| 3 | Industrials | 3.05% |
| 4 | Technology | 3.01% |
| 5 | Financials | 2.44% |
