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
151
$26.8K 0.07%
+551
152
$26.4K 0.07%
+125
153
$25.8K 0.07%
+89
154
$25.8K 0.07%
+997
155
$24.7K 0.06%
+618
156
$24.2K 0.06%
+246
157
$24K 0.06%
+62
158
$23.7K 0.06%
+1,101
159
$23.3K 0.06%
+362
160
$23.1K 0.06%
+606
161
$23K 0.06%
+87
162
$22.9K 0.06%
+25
163
$22.2K 0.06%
+196
164
$22K 0.06%
+1,057
165
$21.3K 0.05%
+502
166
$20.3K 0.05%
+621
167
$19.6K 0.05%
+567
168
$19.5K 0.05%
+1,035
169
$19K 0.05%
+213
170
$18.4K 0.05%
+32
171
$18.2K 0.05%
+92
172
$17.9K 0.05%
+293
173
$17.9K 0.05%
+81
174
$17.8K 0.05%
+73
175
$17.7K 0.05%
+326