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
$93.2M
AUM Growth
-$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$2.48M
2 +$557K
3 +$231K
4
TSLA icon
Tesla
TSLA
+$47.3K
5
AVSU icon
Avantis Responsible US Equity ETF
AVSU
+$28.6K

Sector Composition

1 Technology 5.58%
2 Healthcare 2.99%
3 Communication Services 1.7%
4 Consumer Discretionary 1.44%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.21%
1,372
+20
52
$25.4K 0.03%
11,905
-70
53
-11,253
54
-8,248
55
-319