FWMM
Foundation Wealth Management (Missouri) Portfolio holdings
AUM
$144M
This Quarter Return
+10.05%
1 Year Return
+14.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+12%)
Cap. Flow
+$3.71M
Cap. Flow
% of AUM
3.32%
Top 10 Holdings %
Top 10 Hldgs %
76.44%
Holding
42
New
3
Increased
13
Reduced
9
Closed
6
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$6.29M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$1.42M |
| 3 |
iShares US Real Estate ETF
IYR
|
$312K |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$280K |
| 5 |
NVIDIA
NVDA
|
$216K |
Top Sells
| 1 |
Merck
MRK
|
$1.12M |
| 2 |
Exxon Mobil
XOM
|
$1.01M |
| 3 |
Philip Morris
PM
|
$903K |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
$587K |
| 5 |
Altria Group
MO
|
$404K |
Sector Composition
| 1 | Technology | 5.1% |
| 2 | Financials | 2.33% |
| 3 | Communication Services | 1.32% |
| 4 | Consumer Staples | 0.57% |
| 5 | Consumer Discretionary | 0.44% |
