FWM

Foguth Wealth Management Portfolio holdings

AUM $467M
1-Year Est. Return 11.37%
This Quarter Est. Return
1 Year Est. Return
+11.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$10.8M
3 +$8.09M
4
UTEN icon
US Treasury 10 Year Note ETF
UTEN
+$6.14M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 6.36%
2 Technology 4.18%
3 Healthcare 3.06%
4 Financials 2.59%
5 Consumer Staples 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.11%
+552
127
$201K 0.11%
+3,725
128
$60.3K 0.03%
+2,395