FWM

Forza Wealth Management Portfolio holdings

AUM $244M
1-Year Est. Return 14.69%
This Quarter Est. Return
1 Year Est. Return
+14.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.52M
3
+$1.43M
4
AWK icon
American Water Works
AWK
+$1.41M
5
AVGO icon
Broadcom
AVGO
+$1.39M

Top Sells

1
+$268K
2
+$202K
3
+$161K
4
GE icon
GE Aerospace
GE
+$83.6K
5
USB icon
US Bancorp
USB
+$79.3K

Sector Composition

1 Healthcare 11.83%
2 Technology 10.89%
3 Consumer Staples 5.67%
4 Industrials 5.5%
5 Financials 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.88%
21,376
+15,006
27
$1.68M 0.87%
12,165
+93
28
$1.67M 0.86%
12,730
+1,102
29
$1.65M 0.85%
8,061
+3,102
30
$1.64M 0.84%
3,468
+2,587
31
$1.56M 0.8%
22,549
+1,967
32
$1.54M 0.79%
17,680
+852
33
$1.49M 0.77%
9,602
+567
34
$1.48M 0.76%
4,300
+2,141
35
$1.45M 0.75%
5,988
+473
36
$1.45M 0.75%
3,520
37
$1.44M 0.74%
9,521
+6,165
38
$1.43M 0.74%
+2,480
39
$1.41M 0.73%
+9,637
40
$1.4M 0.72%
17,516
+981
41
$1.39M 0.72%
13,084
+2,540
42
$1.39M 0.71%
+21,600
43
$1.36M 0.7%
14,071
+300
44
$1.35M 0.69%
20,875
+75
45
$1.32M 0.68%
40,315
+4,259
46
$1.32M 0.68%
+24,385
47
$1.26M 0.65%
32,437
+1,325
48
$1.25M 0.65%
38,570
49
$1.23M 0.63%
+36,700
50
$1.23M 0.63%
35,563
+420
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