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
201
$14.4K 0.04%
+73
202
$14.3K 0.04%
+43
203
$14.2K 0.04%
+315
204
$14.1K 0.04%
+412
205
$14K 0.04%
+98
206
$13.9K 0.04%
+523
207
$13.8K 0.04%
+540
208
$13.4K 0.03%
+200
209
$13.3K 0.03%
+256
210
$13.1K 0.03%
+126
211
$13.1K 0.03%
+411
212
$13.1K 0.03%
+556
213
$12.8K 0.03%
+127
214
$12.8K 0.03%
+250
215
$12.8K 0.03%
+195
216
$12.5K 0.03%
+302
217
$12.4K 0.03%
+259
218
$12.4K 0.03%
+161
219
$12.3K 0.03%
+21
220
$12.3K 0.03%
+243
221
$12K 0.03%
+58
222
$11.9K 0.03%
+131
223
$11.8K 0.03%
+159
224
$11.8K 0.03%
+340
225
$11.5K 0.03%
+562
7 8
9
10 11