FWM
FMB Wealth Management Portfolio holdings
AUM
$210M
This Quarter Return
+7.8%
1 Year Return
+13.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+15%)
Cap. Flow
+$8.23M
Cap. Flow
% of AUM
6.57%
Top 10 Holdings %
Top 10 Hldgs %
59.39%
Holding
67
New
4
Increased
21
Reduced
15
Closed
–
Top Buys
Top Sells
| 1 |
Dimensional US Small Cap ETF
DFAS
|
$123K |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$106K |
| 3 |
Chevron
CVX
|
$46.4K |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$33.1K |
| 5 |
Tesla
TSLA
|
$23.6K |
Sector Composition
| 1 | Technology | 5.59% |
| 2 | Healthcare | 2.68% |
| 3 | Communication Services | 1.87% |
| 4 | Consumer Discretionary | 1.23% |
| 5 | Energy | 0.96% |
