FWM
Fortress Wealth Management Portfolio holdings
AUM
$207M
This Quarter Return
-1.7%
1 Year Return
+11.35%
3 Year Return
+34.45%
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
+$206M
(+3%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
6.36%
Top 10 Holdings %
Top 10 Hldgs %
61.73%
Holding
76
New
6
Increased
31
Reduced
23
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 4.01% |
| 2 | Technology | 1.52% |
| 3 | Communication Services | 1.08% |
| 4 | Consumer Discretionary | 0.35% |
| 5 | Energy | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
NVIDIA
NVDA
$4.24T
| – | – |
-2,009
| Closed | -$244K |
|