FWM
Forza Wealth Management Portfolio holdings
AUM
$244M
1-Year Est. Return
14.69%
1 Year Est. Return
+14.69%
AUM
$222M
AUM Growth
+$2.99M
(+1.4%)
Holding
184
Top Buys
| 1 | +$3.02M | |
| 2 | +$893K | |
| 3 | +$313K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$253K |
| 5 |
Coca-Cola
KO
|
+$200K |
Top Sells
| 1 | +$2.5M | |
| 2 | +$336K | |
| 3 | +$268K | |
| 4 |
Goldman Sachs
GS
|
+$256K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Hanesbrands
HBI
$2.4B
| $120K | 0.05% |
20,850
-900
|
|
||
177
Newell Brands
NWL
$2.04B
| $78.3K | 0.04% |
12,625
-500
|
|
||
178
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
| – | – |
-7,896
|
|
||
179
United Parcel Service
UPS
$74.1B
| – | – |
-1,767
|
|
||
|
ECG
180
Everus Construction Group
ECG
$4.58B
| – | – |
-5,116
|
|
||
181
Amcor
AMCR
$18.8B
| – | – |
-11,400
|
|
||
182
Caterpillar
CAT
$248B
| – | – |
-738
|
|
||
|
183
Coherent
COHR
$18.9B
| – | – |
-2,461
|
|
||
|
184
Goldman Sachs
GS
$235B
| – | – |
-447
|
|