FWM

FLP Wealth Management Portfolio holdings

AUM $36M
1-Year Est. Return 16.4%
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35.6M
AUM Growth
+$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 11.7%
2 Financials 2.45%
3 Technology 1.69%
4 Consumer Discretionary 1.35%