FWM
Forza Wealth Management Portfolio holdings
AUM
$244M
This Quarter Return
+3.09%
1 Year Return
+14.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+29%)
Cap. Flow
+$41.2M
Cap. Flow
% of AUM
21.23%
Top 10 Holdings %
Top 10 Hldgs %
24.65%
Holding
179
New
37
Increased
78
Reduced
9
Closed
2
Top Buys
| 1 |
Costco
COST
|
$2.15M |
| 2 |
Microsoft
MSFT
|
$1.52M |
| 3 |
Thermo Fisher Scientific
TMO
|
$1.43M |
| 4 |
American Water Works
AWK
|
$1.41M |
| 5 |
Broadcom
AVGO
|
$1.39M |
Top Sells
| 1 |
Lumen
LUMN
|
$268K |
| 2 |
Schlumberger
SLB
|
$202K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$161K |
| 4 |
US Bancorp
USB
|
$79.3K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$74.6K |
Sector Composition
| 1 | Healthcare | 11.83% |
| 2 | Technology | 10.89% |
| 3 | Industrials | 5.82% |
| 4 | Consumer Staples | 5.67% |
| 5 | Financials | 5.16% |
