FFWA

FRG Family Wealth Advisors Portfolio holdings

AUM $621M
1-Year Est. Return 21.58%
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$510M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1 +$2.04M
2 +$1.82M
3 +$463K
4
AVGO icon
Broadcom
AVGO
+$361K
5
FDX icon
FedEx
FDX
+$322K

Top Sells

1 +$1M
2 +$981K
3 +$766K
4
MRK icon
Merck
MRK
+$762K
5
ADP icon
Automatic Data Processing
ADP
+$741K

Sector Composition

1 Technology 25.95%
2 Industrials 9.96%
3 Consumer Staples 8.78%
4 Healthcare 8.62%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$16 ﹤0.01%
+1
377
-2,900