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
176
$62K 0.03%
+17,410
177
$15K 0.01%
12,400
178
-51,290
179
-3,776