FWMM
Foundation Wealth Management (Missouri) Portfolio holdings
AUM
$144M
This Quarter Return
+7.36%
1 Year Return
+14.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+9.6%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
12.08%
Top 10 Holdings %
Top 10 Hldgs %
76.9%
Holding
41
New
10
Increased
5
Reduced
15
Closed
2
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$239K |
| 2 |
NVIDIA
NVDA
|
$216K |
| 3 |
Microsoft
MSFT
|
$205K |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$182K |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$125K |
Sector Composition
| 1 | Technology | 4.14% |
| 2 | Financials | 2.52% |
| 3 | Communication Services | 1.33% |
| 4 | Consumer Staples | 0.57% |
| 5 | Consumer Discretionary | 0.44% |
