FWM
Forza Wealth Management Portfolio holdings
AUM
$244M
This Quarter Return
+6.79%
1 Year Return
+14.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$192M
(+6.1%)
Cap. Flow
+$2.98M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
27.55%
Holding
175
New
8
Increased
12
Reduced
51
Closed
3
Top Buys
Top Sells
| 1 |
Archer Daniels Midland
ADM
|
$1.31M |
| 2 |
Broadcom
AVGO
|
$398K |
| 3 |
Synopsys
SNPS
|
$314K |
| 4 |
Snowflake
SNOW
|
$234K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$213K |
Sector Composition
| 1 | Technology | 11.65% |
| 2 | Healthcare | 10.25% |
| 3 | Financials | 6.04% |
| 4 | Industrials | 5.53% |
| 5 | Consumer Staples | 4.48% |
