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
$199M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$509K
2 +$369K
3 +$324K
4
KNF icon
Knife River
KNF
+$223K
5
KLAC icon
KLA
KLAC
+$209K

Top Sells

1 +$673K
2 +$587K
3 +$238K
4
MDU icon
MDU Resources
MDU
+$196K
5
AVGO icon
Broadcom
AVGO
+$186K

Sector Composition

1 Healthcare 11.81%
2 Technology 11.63%
3 Consumer Staples 5.53%
4 Industrials 5.48%
5 Financials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$209K 0.11%
+430
177
$207K 0.1%
+1,177
178
$204K 0.1%
698
179
$202K 0.1%
+957
180
$200K 0.1%
+2,000
181
$173K 0.09%
11,613
182
$61.3K 0.03%
17,410
183
$23.7K 0.01%
12,400
184
-19,620