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
$222M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$893K
3 +$313K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$253K
5
KO icon
Coca-Cola
KO
+$200K

Top Sells

1 +$2.5M
2 +$336K
3 +$268K
4
GS icon
Goldman Sachs
GS
+$256K
5
COHR icon
Coherent
COHR
+$233K

Sector Composition

1 Technology 10.68%
2 Healthcare 8.87%
3 Financials 6.83%
4 Industrials 4.45%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HBI icon
176
Hanesbrands
HBI
$2.44B
$120K 0.05%
20,850
-900
NWL icon
177
Newell Brands
NWL
$2.03B
$78.3K 0.04%
12,625
-500
SCHG icon
178
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
-7,896
UPS icon
179
United Parcel Service
UPS
$73.2B
-1,767
ECG
180
Everus Construction Group
ECG
$4.51B
-5,116
AMCR icon
181
Amcor
AMCR
$18.8B
-11,400
CAT icon
182
Caterpillar
CAT
$247B
-738
COHR icon
183
Coherent
COHR
$18.3B
-2,461
GS icon
184
Goldman Sachs
GS
$232B
-447