FWM
FLP Wealth Management Portfolio holdings
AUM
$48.5M
1-Year Est. Return
23.48%
This Fund
S&P 500
1 Year Est. Return
+23.48%
AUM
$48.5M
AUM Growth
+$6.29M
(+15%)
Holding
79
Top Buys
| 1 | +$4.38M | |
| 2 | +$1.77M | |
| 3 | +$1.42M | |
| 4 |
SCMC
Sterling Capital Multi-Strategy Income ETF
SCMC
|
+$1.05M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$878K |
Top Sells
| 1 | +$1.95M | |
| 2 | +$1.15M | |
| 3 | +$1.08M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$655K |
| 5 |
iShares S&P 100 ETF
OEF
|
+$525K |
Sector Composition
| 1 | Consumer Staples | 11.48% |
| 2 | Consumer Discretionary | 1.36% |
| 3 | Technology | 1.03% |
| 4 | Financials | 0.67% |
| 5 | Industrials | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Invesco S&P SmallCap Momentum ETF
XSMO
$2.84B
| – | – |
-4,981
|
|
||
|
HIMU
77
iShares High Yield Muni Active ETF
HIMU
$2.26B
| – | – |
-7,566
|
|
||
78
iShares US Consumer Staples ETF
IYK
$1.57B
| – | – |
-5,562
|
|
||
79
Microsoft
MSFT
$3.1T
| – | – |
-471
|
|