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
$177M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$11.9M
3 +$1.71M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.07M
5
NVDA icon
NVIDIA
NVDA
+$686K

Top Sells

1 +$277K
2 +$253K
3 +$59.1K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$35.1K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$28.4K

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