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 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
176
$17.4K 0.04%
+333
177
$17.1K 0.04%
+100
178
$17K 0.04%
+272
179
$16.4K 0.04%
+134
180
$16.4K 0.04%
+744
181
$16.4K 0.04%
+100
182
$16.3K 0.04%
+2,529
183
$16.2K 0.04%
+76
184
$16.2K 0.04%
+153
185
$16K 0.04%
+136
186
$15.9K 0.04%
+136
187
$15.9K 0.04%
+328
188
$15.8K 0.04%
+39
189
$15.7K 0.04%
+1,324
190
$15.6K 0.04%
+1,197
191
$15.6K 0.04%
+463
192
$15.5K 0.04%
+393
193
$15.3K 0.04%
+659
194
$15.1K 0.04%
+1,894
195
$15K 0.04%
+460
196
$15K 0.04%
+73
197
$14.9K 0.04%
+335
198
$14.7K 0.04%
+89
199
$14.6K 0.04%
+180
200
$14.4K 0.04%
+402
6 7
8
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