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
$181M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.57M
3 +$1.21M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.08M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$924K

Top Sells

1 +$964K
2 +$860K
3 +$840K
4
NVDA icon
NVIDIA
NVDA
+$266K
5
AAPL icon
Apple
AAPL
+$253K

Sector Composition

1 Technology 4.8%
2 Healthcare 1.84%
3 Communication Services 1.54%
4 Energy 1.08%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,578