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
51
$1.19M 0.61%
15,800
-150
52
$1.19M 0.61%
14,350
53
$1.18M 0.61%
+3,667
54
$1.17M 0.6%
11,310
-200
55
$1.16M 0.6%
28,787
56
$1.12M 0.58%
41,798
57
$1.12M 0.58%
3,090
+1,200
58
$1.09M 0.56%
7,356
+2,300
59
$1.07M 0.55%
14,000
60
$1.07M 0.55%
9,702
61
$1.06M 0.55%
26,063
+2,085
62
$1.06M 0.55%
5,825
+471
63
$1.04M 0.53%
6,716
+295
64
$1.02M 0.53%
10,859
+938
65
$1.01M 0.52%
+10,202
66
$995K 0.51%
+2,170
67
$985K 0.51%
3,522
+319
68
$974K 0.5%
+15,990
69
$923K 0.48%
+2,000
70
$907K 0.47%
8,959
+4,790
71
$900K 0.46%
+2,335
72
$867K 0.45%
+8,340
73
$861K 0.44%
33,049
+5,335
74
$860K 0.44%
10,062
75
$850K 0.44%
+1,700
1 2
3
4 5