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
$219M
AUM Growth
+$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Sells

1 +$2.99M
2 +$2.6M
3 +$905K
4
INTC icon
Intel
INTC
+$449K
5
MDU icon
MDU Resources
MDU
+$297K

Sector Composition

1 Technology 11.79%
2 Healthcare 8.22%
3 Financials 6.93%
4 Industrials 4.97%
5 Consumer Staples 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$213K 0.1%
4,165
177
$212K 0.1%
407
178
$206K 0.09%
11,126
179
$203K 0.09%
1,689
180
$177K 0.08%
21,750
181
$131K 0.06%
13,125
-2,200
182
$126K 0.06%
13,555
-6,158
183
$107K 0.05%
11,400
-1,000
184
-751
185
-400
186
-49,291
187
-2,798
188
-2,723
189
-2,300
190
-500
191
-4,449