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
$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
101
$53.5K 0.14%
+60
102
$53.4K 0.14%
+600
103
$53.1K 0.14%
+1,137
104
$51.6K 0.13%
+600
105
$51.5K 0.13%
+485
106
$49.2K 0.13%
+899
107
$49.1K 0.13%
+2,157
108
$48.4K 0.12%
+509
109
$47.1K 0.12%
+1,098
110
$45.9K 0.12%
+928
111
$45.2K 0.12%
+580
112
$44.9K 0.11%
+160
113
$44.2K 0.11%
+26
114
$43.8K 0.11%
+975
115
$43.7K 0.11%
+1,392
116
$43K 0.11%
+165
117
$42.4K 0.11%
+308
118
$41.6K 0.11%
+1,400
119
$41.2K 0.11%
+139
120
$40.8K 0.1%
+609
121
$40.5K 0.1%
+471
122
$40K 0.1%
+325
123
$38.2K 0.1%
+289
124
$36.9K 0.09%
+1,478
125
$36.8K 0.09%
+390
3 4
5
6 7