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FWMM

Foundation Wealth Management (Missouri) Portfolio holdings

AUM $148M
1-Year Est. Return 16.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.42M
3
+$955K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$261K
5
MO icon
Altria Group
MO
+$228K

Top Sells

1
+$3.72M
2
+$2.99M
3
+$2.95M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.11M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$492K

Sector Composition

1 Technology 4.84%
2 Financials 2.99%
3 Communication Services 2%
4 Consumer Staples 0.57%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$647K 0.41%
699
+1
27
$639K 0.41%
2,028
+26
28
$597K 0.38%
6,647
29
$568K 0.36%
4,965
-876
30
$536K 0.34%
2,876
-1,429
31
$513K 0.33%
21,874
+2,370
32
$491K 0.31%
22,178
+3,393
33
$491K 0.31%
4,075
-415
34
$429K 0.27%
100
35
$428K 0.27%
5,877
36
$400K 0.26%
5,004
37
$347K 0.22%
1,408
38
$292K 0.19%
2,052
39
$244K 0.16%
865
+72
40
$239K 0.15%
1,089
-86
41
$237K 0.15%
+3,595
42
$232K 0.15%
1,661
43
$230K 0.15%
2,636
-466
44
$220K 0.14%
299
-75
45
$209K 0.13%
+903
46
$190K 0.12%
19,471
47
– –
-3,656
1
2