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 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
126
$35.9K 0.09%
+318
127
$35K 0.09%
+1,697
128
$34.5K 0.09%
+1,102
129
$34.1K 0.09%
+272
130
$33.8K 0.09%
+754
131
$33.6K 0.09%
+116
132
$33.4K 0.09%
+383
133
$32.4K 0.08%
+151
134
$31.7K 0.08%
+236
135
$31.7K 0.08%
+241
136
$31.1K 0.08%
+396
137
$30.1K 0.08%
+342
138
$30.1K 0.08%
+689
139
$29.9K 0.08%
+268
140
$29.6K 0.08%
+547
141
$29.4K 0.08%
+1,280
142
$29K 0.07%
+154
143
$28.8K 0.07%
+554
144
$28.5K 0.07%
+85
145
$28.5K 0.07%
+250
146
$28.3K 0.07%
+225
147
$28.3K 0.07%
+370
148
$27.8K 0.07%
+646
149
$27.1K 0.07%
+121
150
$27K 0.07%
+645