FWM
Fonville Wealth Management Portfolio holdings
AUM
$395M
This Quarter Return
-1.66%
1 Year Return
+11.34%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$303M
AUM Growth
+$303M
(+4.6%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
7.26%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
117
New
1
Increased
49
Reduced
44
Closed
10
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.12% |
| 2 | Consumer Discretionary | 1.32% |
| 3 | Industrials | 1.13% |
| 4 | Communication Services | 0.69% |
| 5 | Financials | 0.56% |
