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 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
1
$2.48M 6.34%
+27,456
2
$1.5M 3.84%
+14,092
3
$1.34M 3.42%
+48,547
4
$1.3M 3.31%
+11,219
5
$1.21M 3.11%
+9,834
6
$1.19M 3.04%
+12,879
7
$1.14M 2.92%
+17,306
8
$1.08M 2.77%
+41,413
9
$1.04M 2.67%
+15,197
10
$1.02M 2.61%
+5,731
11
$1.02M 2.6%
+50,538
12
$931K 2.38%
+18,439
13
$833K 2.13%
+4,751
14
$760K 1.94%
+4,217
15
$735K 1.88%
+3,123
16
$619K 1.58%
+12,072
17
$606K 1.55%
+1,476
18
$599K 1.53%
+6,187
19
$596K 1.52%
+5,874
20
$537K 1.37%
+7,788
21
$505K 1.29%
+8,688
22
$481K 1.23%
+9,168
23
$477K 1.22%
+1,653
24
$441K 1.13%
+5,577
25
$428K 1.09%
+1,708