FWM
FMA Wealth Management Portfolio holdings
AUM
$135M
This Quarter Return
+7.59%
1 Year Return
+8.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.92%
Holding
38
New
38
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.5M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$11.5M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$11M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$10.1M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
$9.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Utilities | 0.47% |
| 3 | Consumer Staples | 0.47% |
| 4 | Healthcare | 0.46% |
| 5 | Energy | 0.34% |
