FWM

FMB Wealth Management Portfolio holdings

AUM $253M
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$11.7M
3
+$1.64M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.03M
5
NVDA icon
NVIDIA
NVDA
+$667K

Top Sells

1
+$277K
2
+$244K
3
+$58.8K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$34.1K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$27.4K

Sector Composition

1 Technology 5.63%
2 Healthcare 2.5%
3 Communication Services 1.33%
4 Consumer Discretionary 0.9%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,460
1 2 3
4