FWMM
Foundation Wealth Management (Missouri) Portfolio holdings
AUM
$144M
1-Year Return
14.59%
This Quarter Return
+10.02%
1 Year Return
+14.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$15.9M
(+12%)
Cap. Flow
+$4.45M
Cap. Flow
% of AUM
3.1%
Top 10 Holdings %
Top 10 Hldgs %
76.58%
Holding
45
New
1
Increased
21
Reduced
12
Closed
1
Top Buys
| 1 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$1.2M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
$1.03M |
| 3 |
iShares Russell 2000 Value ETF
IWN
|
$820K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$600K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$468K |
Top Sells
Sector Composition
| 1 | Technology | 4.7% |
| 2 | Financials | 2.5% |
| 3 | Communication Services | 1.9% |
| 4 | Consumer Staples | 0.48% |
| 5 | Consumer Discretionary | 0.44% |
