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
$178M
AUM Growth
+$620K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$255K
2 +$233K
3 +$232K
4
LLY icon
Eli Lilly
LLY
+$223K
5
JNJ icon
Johnson & Johnson
JNJ
+$214K

Sector Composition

1 Technology 5.72%
2 Communication Services 1.59%
3 Healthcare 1.43%
4 Consumer Discretionary 1.14%
5 Financials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,396
77
-3,148