FWM
Fortress Wealth Management Portfolio holdings
AUM
$207M
This Quarter Return
+3.87%
1 Year Return
+11.35%
3 Year Return
+34.45%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+19%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
12.88%
Top 10 Holdings %
Top 10 Hldgs %
55.99%
Holding
61
New
4
Increased
23
Reduced
16
Closed
2
Top Buys
| 1 |
JPMorgan Income ETF
JPIE
|
$4.27M |
| 2 |
Capital Group Core Plus Income ETF
CGCP
|
$2.75M |
| 3 |
Avantis US Large Cap Value ETF
AVLV
|
$1.96M |
| 4 |
Dimensional International Value ETF
DFIV
|
$1.86M |
| 5 |
JPMorgan International Growth ETF
JIG
|
$1.85M |
Top Sells
Sector Composition
| 1 | Financials | 3.78% |
| 2 | Technology | 1.52% |
| 3 | Communication Services | 0.52% |
| 4 | Healthcare | 0.36% |
| 5 | Energy | 0.24% |
