FWMM
Foundation Wealth Management (Missouri) Portfolio holdings
AUM
$144M
1-Year Return
14.59%
This Quarter Return
-2.95%
1 Year Return
+14.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
-$1.14M
(-0.88%)
Cap. Flow
+$2.95M
Cap. Flow
% of AUM
2.31%
Top 10 Holdings %
Top 10 Hldgs %
75.82%
Holding
45
New
–
Increased
18
Reduced
16
Closed
1
Top Buys
| 1 |
iShares Bitcoin Trust
IBIT
|
+$3.69M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$287K |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$216K |
| 4 |
Walt Disney
DIS
|
+$162K |
| 5 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
+$91.1K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$441K |
| 2 |
Tesla
TSLA
|
+$292K |
| 3 |
Costco
COST
|
+$182K |
| 4 |
Garmin
GRMN
|
+$153K |
| 5 |
Microsoft
MSFT
|
+$123K |
Sector Composition
| 1 | Technology | 4.44% |
| 2 | Financials | 2.99% |
| 3 | Communication Services | 1.81% |
| 4 | Consumer Staples | 0.54% |
| 5 | Consumer Discretionary | 0.47% |
