FWM
FMB Wealth Management Portfolio holdings
AUM
$210M
This Quarter Return
+5.75%
1 Year Return
+13.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$177M
AUM Growth
+$177M
(+35%)
Cap. Flow
+$38.1M
Cap. Flow
% of AUM
21.55%
Top 10 Holdings %
Top 10 Hldgs %
59.27%
Holding
76
New
7
Increased
24
Reduced
14
Closed
1
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total World Stock ETF
VT
$51.2B
| – | – |
-2,460
| Closed | -$277K |
|