FWM

FMB Wealth Management Portfolio holdings

AUM $236M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$7.74M
3 +$5.29M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$4.4M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$3.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.92%
2 Healthcare 3.46%
3 Consumer Discretionary 1.47%
4 Industrials 1.39%
5 Communication Services 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.26%
+1,384
52
$203K 0.26%
+2,332
53
$201K 0.26%
+3,536
54
$26.4K 0.03%
+11,982