FWM
Forza Wealth Management Portfolio holdings
AUM
$244M
This Quarter Return
-1.67%
1 Year Return
+14.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(-2.4%)
Cap. Flow
+$497K
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
23.9%
Holding
187
New
4
Increased
34
Reduced
24
Closed
7
Top Buys
Top Sells
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$474K |
| 2 |
Newmont
NEM
|
$369K |
| 3 |
ConocoPhillips
COP
|
$335K |
| 4 |
Medtronic
MDT
|
$210K |
| 5 |
KLA
KLAC
|
$209K |
Sector Composition
| 1 | Healthcare | 11.85% |
| 2 | Technology | 11.4% |
| 3 | Financials | 5.55% |
| 4 | Consumer Staples | 5.55% |
| 5 | Industrials | 5.5% |
