FWM
Forza Wealth Management Portfolio holdings
AUM
$244M
This Quarter Return
+9.91%
1 Year Return
+14.69%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.79%
Holding
142
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.21M |
| 2 |
iShares Gold Trust
IAU
|
$7.11M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$4.77M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.38M |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$4.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 10.51% |
| 2 | Technology | 9.08% |
| 3 | Financials | 5.63% |
| 4 | Consumer Staples | 5.55% |
| 5 | Industrials | 5.15% |
